Aventine Financial Group
Aventine Financial Group is an SEC-registered wealth manager in Doylestown, PA with $153.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Aventine Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292390, SEC 801-134117, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $153.1M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Doylestown, PA
- Employees
- 3
- Clients
- 133
- CRD
- 292390
- Ownership
- Fiumecaldo, Frank, J; WILLS, CHRISTOPHER, ROLAND
How much AUM does Aventine Financial Group have?
Aventine Financial Group reported $153.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Aventine Financial Group?
Disclosed owners and executives of Aventine Financial Group include Fiumecaldo, Frank, J, WILLS, CHRISTOPHER, ROLAND. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.