Traver Financial Consulting Network PA
CRD 139459SEC# 801-137309Lakewood Ranch, FL
No longer SEC-registered. Traver Financial Consulting Network PA appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$121.7M
Employees
2
Accounts
54
Location
Lakewood Ranch, FL
Traver Financial Consulting Network PA assets under management
Traver Financial Consulting Network PA is a registered investment adviser overseen by the SEC based in Lakewood Ranch, FL. It reports $121.7 million in regulatory assets under management and employs 2 people.
Traver Financial Consulting Network PA owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Micheal Traver Control | Owner & Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Traver Financial Consulting Network PA manage?
Traver Financial Consulting Network PA reports $121.7 million in regulatory assets under management on its Form ADV.
How many employees does Traver Financial Consulting Network PA have?
Traver Financial Consulting Network PA reports 2 employees.
Where is Traver Financial Consulting Network PA located?
Traver Financial Consulting Network PA is based in Lakewood Ranch, FL.
Does Traver Financial Consulting Network PA disclose fund performance?
Traver Financial Consulting Network PA is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9040 Town Center Parkway, Lakewood Ranch, FL 34202 |
| Office hours | By Appointment |
| Discloses disciplinary history | Yes |
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$121.7Mregulatory AUM
Discretionary $121.7M