Avantia: A Family Office Information
Contact top employees from
Avantia: A Family Office
Summary
Enabling peace of mind through purposeful planning and thoughtful investing.
The majority of our clients seek a holistic approach in which we review their entire financial picture. We bui...Show more
Organization Website | AvantiaMFO.com |
Phone Number | 4255890904 |
Industries | |
Headquarters Location | 400 University St, Seattle, Washington, 98101 US |
Employees Size | 1-10 employees |
Specialties | Investing & Banking, Lending & Capital Advisory, Family Office Services, Wealth Advisory, Investment Management, Generational Wealth Transfer Planning, Charitable Gift Planning, Wealth, Estate Planning, Tax Planning, Wealth Events, Real Estate, Financial Education, Foundations & Endowments, Inflation Protection |
Founded | 2020 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Avantia: A Family Office shows a diverse range of experience levels:
4% have been with the company for less than 1 year8% for 1–2 years12% for 5–7 years12% for 8–10 years65% have over 11 years of service at Avantia: A Family OfficeEx-employees positions
In Company
In New Company
Contact top employees from
Avantia: A Family Office
Trevor Cobb
Founder & CEO
Billy Howard
Executive Director
Keaton Layman
Client Advisor
Spencer Smith
Financial Analyst
Doris Mugoli
Receptionist
Lincoln Granberg
Wealth Management Professional
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FAQ
Avantia: A Family Office operates in the Finance industries. More details can be found on the official website: AvantiaMFO.com.
The headquarters of Avantia: A Family Office are located in Seattle, United States.
You can contact Avantia: A Family Office by phone at 4255890904.
Avantia: A Family Office currently employs 1-10 people.
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