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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2020
- Office Locations
- 2
Office Locations
About Avantia Investment Services, LLC
Avantia Investment Services is an independent RIA providing family office and wealth management services to families. The team builds personalized plans and implements portfolios on an open-architecture platform, coordinating with qualified custodians and asset managers and delivering clear reporting. As a client of large institutions, Avantia targets institutional pricing and access to ideas from multiple firms while maintaining a boutique experience, and does not earn commissions or referral fees.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TREVOR JOHN COBB
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #5549449
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Trevor Cobb
Founder & CEO
- CRD
- --
Lincoln Lewis Granberg
--
- CRD
- #8075185
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,147,222 | $601,754 |
| Non-Discretionary | $0 | -- |
| Total | $119,147,222 | $601,754 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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