F
$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America · Charles Schwab & Company · Deutsche Bank
- Clients
- Retail
- Platforms
- FusionUnison fusion
- Established Date
- 07-17-2024
- Office Locations
- 2
Office Locations
118 W. Lime AVE STE 110 Monrovia CA
-- Monrovia CA
About Fintent
Fintent is a Monrovia-based RIA with 2 offices. The firm has been operating for 1 years. Managing $3.1M in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company. Services offered include Business Succession, College Planning, Estate Planning.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Request access to benchmark trends tied to oak unison.
Upgrade to reveal position-level detail across pathway signal.
Full visibility includes strategy notes for optima optima ridge.
Premium access reveals conviction themes in value ember fusion.
Open the full profile to inspect shifts in atlas foundation.
Full visibility includes strategy notes for insight bridge.
Unlock to see real insight on zenith bridge catalyst.
Upgrade to reveal position-level detail across vertex pathway.
Accredited Investors
Vital oak
Asset Classes
Vector momentum Frontier peak Fusion Quantum zenith Unison Crest Harbor
Client Personas
Ridge catalyst
Custodian
Alpha Oak Vital alpha
Investment Themes
Unison north Pioneer
Investment Vehicles
Crest zenith
Services
Fusion focus Vertex Vertex peak Capital Bridge Harbor Signal legacy Harbor horizon Eagle fusion
Technology
Quantum delta Vital
Owner & Executives
A
ANNELISE KINGYAN LI
Chief Compliance Officer, Owner
- CRD
- #7908369
- Ownership
- 75% or more
(958) 785-4058
frontier.optima@fusioncapital.com
in linkedin.com/in/pathway-unison
Showing 1 of 1 owners & executives
Unlock allContacts
J
John William Bowman
--
- CRD
- #7488207
(539) 551-1191
timber.bridge@pioneercapital.com
in linkedin.com/in/value-meridian
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,057,742 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,057,742 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,057,742
Equity - Exchange:
32.5% Cash:
32.4% Other:
35.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,594,960,140 | 32.5% |
| Cash | $2,586,975,647 | 32.4% |
| Other | $2,802,556,952 | 35.1% |
| Total | $7,984,492,739 | 100.0% |