AVENTINE FINANCIAL GROUP LLC
Legal name: AVENTINE FINANCIAL GROUP
CRD #292390 SEC #801-134117 DOYLESTOWN, PA (212) 269-2512
SEC Registered
Total AUM
$119.3M
Discretionary
$116.3M
Employees
2
Clients
10
Accounts
321
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $119.3M | $116.3M | $3M | 2 | 0 |
| Jul 2025 | $119.3M | $116.3M | $3M | 2 | 0 |
| Jun 2020 | $36.8M | $36.4M | $407.6K | 1 | 0 |
| Jun 2020 | $36.8M | $36.4M | $407.6K | 1 | 0 |
| Jun 2020 | $36.8M | $36.4M | $407.6K | 1 | 0 |
| May 2020 | $36.8M | $36.4M | $407.6K | 1 | 0 |
| Mar 2020 | $39.3M | $38.9M | $377.4K | 1 | 0 |
| Dec 2019 | $34.8M | $34.8M | $0 | 1 | 0 |
| Nov 2019 | $34.8M | $34.8M | $0 | 1 | 0 |
| Oct 2019 | $26.1M | $26.1M | $0 | 1 | 0 |
| Sep 2019 | $26.1M | $26.1M | $0 | 1 | 0 |
| Aug 2019 | $26.1M | $26.1M | $0 | 1 | 0 |
| Jul 2019 | $26.1M | $26.1M | $0 | 1 | 0 |
| Jun 2019 | $26.1M | $26.1M | $0 | 1 | 0 |
| Mar 2019 | $26.1M | $26.1M | $0 | 2 | 0 |
| Mar 2019 | $26.1M | $26.1M | $0 | 2 | 0 |
| Nov 2018 | $28.8M | $28.8M | $0 | 2 | 0 |
DateJul 2025
Total AUM$119.3M
Discretionary$116.3M
Non-Disc.$3M
Employees2
Clients0
DateJul 2025
Total AUM$119.3M
Discretionary$116.3M
Non-Disc.$3M
Employees2
Clients0
DateJun 2020
Total AUM$36.8M
Discretionary$36.4M
Non-Disc.$407.6K
Employees1
Clients0
DateJun 2020
Total AUM$36.8M
Discretionary$36.4M
Non-Disc.$407.6K
Employees1
Clients0
DateJun 2020
Total AUM$36.8M
Discretionary$36.4M
Non-Disc.$407.6K
Employees1
Clients0
DateMay 2020
Total AUM$36.8M
Discretionary$36.4M
Non-Disc.$407.6K
Employees1
Clients0
DateMar 2020
Total AUM$39.3M
Discretionary$38.9M
Non-Disc.$377.4K
Employees1
Clients0
DateDec 2019
Total AUM$34.8M
Discretionary$34.8M
Non-Disc.$0
Employees1
Clients0
DateNov 2019
Total AUM$34.8M
Discretionary$34.8M
Non-Disc.$0
Employees1
Clients0
DateOct 2019
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees1
Clients0
DateSep 2019
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees1
Clients0
DateAug 2019
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees1
Clients0
DateJul 2019
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees1
Clients0
DateJun 2019
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$28.8M
Discretionary$28.8M
Non-Disc.$0
Employees2
Clients0