Aventus Investment Advisors, Inc.
Aventus Investment Advisors, Inc. (CRD# 153390) is a financial advisory firm headquartered in Cornelius, NC. They manage $98,371,070 in 370 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management98MILLION
-
Total Number of Accounts370ACCOUNTS
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Average Account Value$265,868
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NC, NH
Financial Advisors at Aventus Investment Advisors, Inc.
1
Jeffrey Hare (CRD# 2878639) is an Investment Advisor Representative working at Aventus Investment Advisors, Inc. in Cornelius, NC and has over 8 years of experience in the finance industry.
2
Jason List (CRD# 5209188) is an Investment Advisor Representative working at Aventus Investment Advisors, Inc. in Cornelius, NC and has over 17 years of experience in the finance industry.
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