PPrivate Fund Data Log in Join · $37/mo

Steven Bentley Thompson

Chief Operating Officer, Family Wealth AdvisorAvantra Family Wealth, Inc.CRD 4357058

About Steven Bentley Thompson

Steven Bentley Thompson is listed as Chief Operating Officer, Family Wealth Advisor at Avantra Family Wealth, Inc. in Mechanicsburg, PA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Avantra Family Wealth, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Steven Bentley Thompson work?

Steven Bentley Thompson is listed as Chief Operating Officer, Family Wealth Advisor at Avantra Family Wealth, Inc. on SEC Form ADV.

How much of Avantra Family Wealth, Inc. does Steven Bentley Thompson own?

Form ADV reports a beneficial ownership band of Under 5%.

Avantra Family Wealth, Inc.

TitleChief Operating Officer, Family Wealth Advisor
OwnershipUnder 5%
Control personYes
Since2023
View Avantra Family Wealth, Inc. →