Overview
Assets Under Management: $153 million
Headquarters: DOYLESTOWN, PA
High-Net-Worth Clients: 56
Average Client Assets: $2 million
Frequently Asked Questions
AVENTINE FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #292390), AVENTINE FINANCIAL GROUP is subject to fiduciary duty under federal law.
AVENTINE FINANCIAL GROUP is headquartered in DOYLESTOWN, PA.
AVENTINE FINANCIAL GROUP serves 56 high-net-worth clients according to their SEC filing dated February 02, 2026. View client details ↓
According to their SEC Form ADV, AVENTINE FINANCIAL GROUP offers financial planning and portfolio management for individuals. View all service details ↓
AVENTINE FINANCIAL GROUP manages $153 million in client assets according to their SEC filing dated February 02, 2026.
According to their SEC Form ADV, AVENTINE FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 351
Discretionary Accounts: 350
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 292390
Filing ID: 2045819
Last Filing Date: 2026-02-02 14:47:07