Adviser Profile
| As of Date | 03/13/2025 |
| Registration status | Registration Changed to AVANTIA INVESTMENT SERVICES, LLC |
| ADV Location | BELLEVUE, WA, United States |
| Contact Info | 425 xxxxxxx |
| Websites |
| AUM* | 105,599,021 128% |
| of that, discretionary | 105,599,021 128% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,771,394 917% |
| % High Net Worth | 50.00% 14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds