$225.4M Total AUM
$225.4M Disc. AUM
24.2% 3Y CAGR
1 Employees
55 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-18-2018
- Office Locations
- 1
Office Locations
515 West BAY Street Tampa FL
About THE Tenret Company, LLC
The Tenret Company is a Tampa-based RIA focused on clients navigating major life transitions after divorce or the death of a spouse. The firm provides holistic financial planning and investment management, plus mediation and litigation consulting, delivered through its four-step “Tenret Path” process. Led by founder Tina Tenret, a former investigative TV journalist specializing in financial fraud; Schwab-custodied and runs on Advyzon.
Team overview
49 AVG AGE
$225.4M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
TINA JOAN TENRET
Chief Compliance Officer, President
- CRD
- #5096353
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,446,387 | $1,426,876 |
| Non-Discretionary | $0 | -- |
| Total | $225,446,387 | $1,426,876 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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