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TRAVER FINANCIAL CONSULTING NETWORK PA
CRD 139459
9040 TOWN CENTER PARKWAY, LAKEWOOD RANCH, FL, 34202, United States
Phone
917-576-0308
Fax
815-642-4624
Registration
— (—)
Source
State registered
Total AUM
$88.2M
Discretionary AUM
$88.2M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $10.8M |
| High net worth individuals | 26 | $77.4M |
Official SEC filing: View on IAPD