Avantra Family Wealth LLC
Legal Name: AVANTRA FAMILY WEALTH LLC
Full Contact Details
Avantra Family Wealth LLC
110 STERLING PARKWAY, MECHANICSBURG, PA
(717) 276-1501
Other Info
Avantra Family Wealth LLC, legally known as AVANTRA FAMILY WEALTH LLC, is a Limited Liability Company based in Delaware. The firm has 8 members on staff, 4 of which work in advisory roles. Unfortunately, the number of clients served by Avantra Family Wealth LLC is unknown. That being said, it appears the company is in good standing with the SEC (U.S. Securities and Exchange Commission), being last approved on May 17, 2018.
Avantra Family Wealth | Family Wealth Management
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Direct Owners
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FRANK ROBERT COLLINS
FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR owns more than 25% but less than 50%
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KIM LEE KENAWELL-HOFFECKER
FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR owns more than 50% but less than 75%
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WADE HOFFMAN
PARTNER, CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%