TRAVER FINANCIAL CONSULTING NETWORK PA

TRAVER FINANCIAL CONSULTING NETWORK PA of LAKEWOOD RANCH, FL is an SEC-registered investment adviser (CRD 139459). Regulatory assets under management: $88.2M.

Registration

• CRD: 139459
• Type: Registered investment adviser
• Location: 9040 TOWN CENTER PARKWAY, LAKEWOOD RANCH, FL, 34202
• Phone: 917-576-0308
• Latest filing: 2025-03-26
• Regulatory AUM: $88.2M
• Discretionary AUM: $88.2M
• Clients: 2
• Accounts: 162

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139459 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search