AVANTIA INVESTMENT SERVICES, LLC
CRD #307869 SEC #801-132118 SEATTLE, WA 425-589-0904
SEC Registered
Total AUM
$105.6M
Discretionary
$105.6M
Employees
4
Clients
25
Accounts
28
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $105.6M | $105.6M | $0 | 4 | 28 |
| Feb 2025 | $105.6M | $105.6M | $0 | 4 | 28 |
| Nov 2020 | $3.8M | $3.8M | $0 | 2 | 0 |
| Sep 2020 | $3.8M | $3.8M | $0 | 2 | 0 |
| Jul 2020 | $3.8M | $3.8M | $0 | 2 | 0 |
| Jul 2020 | $0 | $0 | $0 | 2 | 0 |
| Jun 2020 | $0 | $0 | $0 | 1 | 0 |
| Mar 2020 | $0 | $0 | $0 | 1 | 0 |
| Mar 2020 | $0 | $0 | $0 | 1 | 0 |
| Mar 2020 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees4
Clients28
DateFeb 2025
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees4
Clients28
DateNov 2020
Total AUM$3.8M
Discretionary$3.8M
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$3.8M
Discretionary$3.8M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$3.8M
Discretionary$3.8M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0