Traver Financial Consulting Network Pa provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Traver Financial Consulting Network Pa reports 54 clients. They include 28 individual clients and 26 high-net-worth individuals. Of its assets, 100.0% ($122M across 54 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 9% |
| High-net-worth individuals | 48% | 91% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 28 | $10.8M | 8.9% | $387K |
| High-net-worth individuals | 26 | $111M | 91.1% | $4.26M |
| Total | 54 | $122M | 100% | $2.25M |
- Clients
- 28
- Regulatory AUM
- $10.8M
- AUM share
- 8.9%
- Avg. per client
- $387K
- Clients
- 26
- Regulatory AUM
- $111M
- AUM share
- 91.1%
- Avg. per client
- $4.26M
Total
- Clients
- 54
- Regulatory AUM
- $122M
- AUM share
- 100%
- Avg. per client
- $2.25M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Traver Financial Consulting Network Pa charges 0.65%–1.50% a year for its Asset Management. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Fixed-fee financial plans; the fee varies with the complexity of the client's situation and no amount is stated.
It has 2 employees, 1 of them in advisory roles.
Leadership
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
Besides its headquarters, Traver Financial Consulting Network Pa has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 9040 Town Center Parkway, Lakewood RanchHQ
Contact and registration details
- Legal name
- Traver Financial Consulting Network Pa
- Headquarters
- 9040 Town Center Parkway, Lakewood Ranch, FL 34202
- Website
- Not reported
- Phone
- 917-576-0308
- SEC file
- 801-137309
- Structure
- Florida corporation
- Fiscal year end
- December
Traver Financial Consulting Network Pa has custody of $62.9M in client assets for 49 clients.
At year end, Traver Financial Consulting Network Pa’s separately managed accounts were mostly in stocks (77%) and funds (17%).
What the accounts hold
- Stocks77%
- Funds17%
- Registered funds12%
- Pooled vehicles5%
- Cash3%
Filed values cover 97%. The neutral 3% gap has no reported category.
How many clients does Traver Financial Consulting Network Pa have?
Traver Financial Consulting Network Pa has 54 clients and manages $122 million for them, as of September 2026. They include 28 individual clients and 26 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 September 2026
What services does Traver Financial Consulting Network Pa offer?
Traver Financial Consulting Network Pa provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Traver Financial Consulting Network Pa charge?
Traver Financial Consulting Network Pa charges 0.65%–1.50% a year for its Asset Management. The fee is billed in advance or in arrears and is negotiable.
Source: ADV 2A SEC INITIAL REGISTRATION, filed 17 August 2026
How many financial advisors does Traver Financial Consulting Network Pa have?
Traver Financial Consulting Network Pa has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Traver Financial Consulting Network Pa invest in?
At the end of its last fiscal year, Traver Financial Consulting Network Pa’s separately managed accounts held 77% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 5% pooled vehicles (private funds and similar) and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Traver Financial Consulting Network Pa get paid?
Traver Financial Consulting Network Pa is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Traver Financial Consulting Network Pa registered with the SEC?
Yes, Traver Financial Consulting Network Pa has been registered with the SEC as an investment adviser since 16 September 2026. Its CRD number is 139459 and its SEC file number is 801-137309.
Source: Form ADV Part 1A, Item 1, filed 3 September 2026; IAPD firm record
How do I contact Traver Financial Consulting Network Pa?
Traver Financial Consulting Network Pa’s main office is at 9040 Town Center Parkway, Lakewood Ranch, FL 34202. Its phone number is 917-576-0308.