TRAVER FINANCIAL CONSULTING NETWORK PA

RIASEC Registered
Total AUM
$88.2M
Discretionary
$88.2M
100% of AUM
Avg account
$545K
Accounts
162
Employees
2
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Public Funds/Mutual Funds 12%, Private Funds 5%, Cash & Cash Equivalents 3%77%
  • Exchange Traded Equities77%
  • Public Funds/Mutual Funds12%
  • Private Funds5%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • JOHN TRAVER

    Founder & CEOCRD 1703441

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth