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RIA · CRD 139459

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Traver Financial Consulting Network

Traver Financial Consulting Network PA is a state-registered investment adviser in Lakewood Ranch, FL. The firm manages approximately $88 million in...

Overview

Traver Financial Consulting Network PA is a state-registered investment adviser in Lakewood Ranch, FL. The firm manages approximately $88 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Lakewood Ranch

Corporate office

Philadelphia, PA, United States

Principals

John J. Traver

Principal

Sector focus

Real EstatePrivate CreditHealthcare Services

Frequently asked questions

How does Traver Financial source its deals?

The firm sources real estate and private company investments through the principal's established network in southeastern Pennsylvania. Deal flow comes from regional developers, commercial bankers, and business owners, not from broadly marketed auctions or advisor-driven processes. This relationship-based model suits the office's preference for off-market or lightly marketed transactions.

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