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Keaton Christopher Layman

Avantia

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About Keaton Christopher Layman

Keaton Christopher Layman is an Investment Advisor Representative at Avantia. Keaton has been in the industry for at least 5 years, and has specialized in portfolio management for individuals. Keaton is currently registered with the state of Washington. Keaton is also a registered investment advisor representative with Avantia Investment Services.

Firm Information

Keaton Layman is currently registered with Avantia. Avantia is a registered investment advisor with 105,599,021 in regulatory assets under management. The firm provides financial consulting services, as well as portfolio management for individuals. Avantia has 28 accounts and serves high-net-worth individuals and individuals other than high-net-worth.

$105.60M

Assets Under Management

28

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Keaton Layman’s Registration & Firm History

WA

07/22/2021 - Present

Avantia (SEATTLE WA)

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Licenses & Designations

IA

Issued 07/21/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keaton Christopher Layman.
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