Adviser Profile
| As of Date | 06/26/2020 |
| Registration status | Registration Changed to AVENTINE FINANCIAL GROUP LLC |
| ADV Location | YARDLEY, PA, United States |
| AUM* | 36,780,824 |
| of that, discretionary | 36,373,211 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 379,184 |
| % High Net Worth | 12.37% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
36M
31M
26M
21M
16M
10M
5M
2018
2019
2020
Private Funds
No private funds