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TAVCO FINANCIAL ADVISORY, INC
CRD 290084
4910 OLD MECHANICSBURG RD, SPRINGFIELD, OH, 45502, United States
Phone
937-399-8415
Fax
937-523-0021
Registration
— (—)
Source
State registered
Total AUM
$10.5M
Discretionary AUM
$0
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $7.7M |
| High net worth individuals | 6 | $2.8M |
All web addresses on file
Official SEC filing: View on IAPD