J
$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Equity Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-16-2010
- Office Locations
- 1
Office Locations
-- Tillamook OR
About John C. Foti, DBA Experient Portfolio Management
John C. Foti, DBA Experient Portfolio Management is a Tillamook-based RIA. The firm has been operating for 16 years. Managing $7.4M in total assets under management, with 1 advisory representatives. They custody assets with Equity Trust.
Team overview
-- AVG AGE
$7.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN CHARLES FOTI
Chief Compliance Officer, Founder, Owner, President
- CRD
- #1420133
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,375,472 | $427,550 |
| Non-Discretionary | $0 | -- |
| Total | $7,375,472 | $427,550 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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