Adviser Profile
| As of Date | 09/18/2026 |
| Registration status | Registration Changed to TRAVER FINANCIAL CONSULTING NETWORK PA |
| ADV Location | LAKEWOOD RANCH, FL, United States |
| Contact Info | 917 xxxxxxx |
| AUM* | 121,726,751 55% |
| of that, discretionary | 121,726,751 55% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,254,199 369% |
| % High Net Worth | 48.15% 6% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds