Investment adviser · CRD 153286
JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT
Investment adviser filing (IA)
· Form ADV filed Jun 26, 2019
- Regulatory AUM
- $7.7M Form ADV · Item 5.F
- Client accounts
- 18 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 6 | $3,861,291 | 50.2% |
| High-net-worth individuals | Fewer than 5 | $2,559,192 | 33.3% |
| Retirement plans | Fewer than 5 | $1,275,417 | 16.6% |
Filing source
Form ADV 1331426 · Jun 26, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 26, 2019. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
CRD 153286
Filing source
Form ADV 1331426 · Jun 26, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.