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Avantia Investment Services, LLC CRD 307869
$119M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
400 University Street 3Rd Floor, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-07-22 |
Branch Locations
400 University Street 3Rd Floor, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantia | Seattle | WA | 05/2021 | 02/2022 |
| Avantia | Seattle | WA | 09/2020 | 05/2021 |
| Fuse Media | Seattle | WA | 09/2019 | 09/2020 |
| University Of Washington | Seattle | WA | 08/2017 | 06/2021 |
| Kamiak High School | Mukilteo | WA | 09/2013 | 07/2017 |
| Avantia | Seattle | WA | 02/2022 | 01/2023 |
| Avantia Investment Services | Seattle | WA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-21 |
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