AVANTRA FAMILY WEALTH, INC. of MECHANICSBURG, PA is an SEC-registered investment adviser (CRD 288209). Regulatory assets under management: $221.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Kim Lee Kenawell | FOUNDER, CHIEF EXECUTIVE OFFICER, SENIOR FAMILY WEALTH ADVISOR | — |
| Wade Aaron Hoffman | FOUNDER, CHIEF COMPLIANCE OFFICER | — |
| Steven Bentley Thompson | CHIEF OPERATING OFFICER, FAMILY WEALTH ADVISOR | — |
| COLLINS FRANK ROBERT | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | — |
| KENAWELL-HOFFECKER KIM LEE | FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | — |
| HOFFMAN WADE | PARTNER, CHIEF COMPLIANCE OFFICER | — |
| KENAWELL KIM LEE | FOUNDER, CHIEF EXECUTIVE OFFICER, SENIOR FAMILY WEALTH ADVISOR; FOUNDING PARTNER, SENIOR FAMILY WEALTH ADVISOR | — |
| Hoffman Wade Aaron | FOUNDER, CHIEF COMPLIANCE OFFICER | — |
| Thompson Steven Bentley | CHIEF OPERATING OFFICER, FAMILY WEALTH ADVISOR | — |