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AVENTINE FINANCIAL GROUP

AVENTINE FINANCIAL GROUP LLC

CRD 292390 · SEC 801-134117

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4259 WEST SWAMP ROAD, SUITE 302, DOYLESTOWN, PA, 18902, United States

Phone

(212) 269-2512

Fax

(212) 302-2994

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$153.1M

Discretionary AUM

$149.7M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals77$21.9M
High net worth individuals56$127.8M

States served

NJ, NY, PA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD