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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COBB, TREVOR, JOHN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COBB, TREVOR, JOHN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| AVANTIA MFO, INC. | DE | OWNER | E | Control |
| AVANTIA MFO, INC. | DE | OWNER | E | Control |
| COBB, TREVOR | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| COBB, TREVOR, JOHN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| COBB, TREVOR, JOHN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| COBB, TREVOR, JOHN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| COBB, TREVOR, JOHN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| COBB, TREVOR, JOHN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| COBB, TREVOR, JOHN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| COBB, TREVOR, JOHN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 17, 2025 REGISTERED
Notice Filings (1)
WA
Address
400 UNIVERSITY STREET3RD FLOOR
SEATTLE, WA 98101
United States
Phone: 425-589-0904