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FIRM PROFILE
Overview
THE TAVENNER COMPANY is located at 4910 Old Mechanicsburg Rd., Springfield, OH 45502 and was first established at Chicago, Ohio in 01/27/1986. After operating for 40 years, THE TAVENNER COMPANY has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of THE TAVENNER COMPANY’s clients are individuals and 0% of their clients are high net worth individuals. THE TAVENNER COMPANY has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at THE TAVENNER COMPANY are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access THE TAVENNER COMPANY‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at THE TAVENNER COMPANY. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for THE TAVENNER COMPANY and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
4910 Old Mechanicsburg Rd., Springfield, OH 45502
4910 Old Mechanicsburg Rd., Springfield, OH 45502
Small
(937) 399-8415
Ohio since 01/27/1986
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at THE TAVENNER COMPANY
Martin Anthony Jaras
James Thomas Marsh
Thomas James Tavenner
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