TRAVER FINANCIAL CONSULTING NETWORK PA
Firm details
- Headquarters
- LAKEWOOD RANCH, Florida
- CRD number
- 139459
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.71%
- Individuals12.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Traver Financial Consulting Network Pa operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services to individuals and families. The firm is structured as a corporation and is owned by an individual. Its business activities encompass a range of advisory services, including portfolio management for both individual clients and small businesses, as well as institutional clients. The firm does not engage in capital allocation nor does it have a multi-state advisory presence.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds12%
- Private Funds5%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1JOHN TRAVER
Founder & CEOCRD 1703441
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKEWOOD RANCH, FL
MANATEE
Location
LAKEWOOD RANCH, FL
Headquartered in LAKEWOOD RANCH, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- MANATEE
- Address
- 9040 Town Center Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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