This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-15-2015
- Office Locations
- 1
Office Locations
About Tenere Financial
Tenere Financial is a Washington-based, fee-only fiduciary RIA providing ongoing wealth management and comprehensive financial planning, coordinating with clients’ CPAs, insurance professionals, and estate attorneys. The firm takes no commissions and emphasizes transparency, including showing returns after fees. Portfolios commonly use ETFs and mutual funds with a risk-management mindset, including fixed income, serving entrepreneurs and families.
Team overview
Insights
Client Personas
Investment Themes
Platform
Services
Technology
Owner & Executives
APRIL DAWN KRIHA
Investment Advisor, PRINCIPAL
- CRD
- #5470360
- Ownership
- 50% but less than 75%
STEPHEN EDWARD KRIHA
Investment Advisor, PRINCIPAL
- CRD
- #4541816
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,676,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,676,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing