Investment adviser · CRD 148520
AUTHENT ADVISORS, INC.
Investment adviser filing (IA)
CORTE MADERA, CA, United States · Form ADV filed Mar 1, 2019
- Regulatory AUM
- $285M Form ADV · Item 5.F
- Client accounts
- 1,158 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| High-net-worth individuals | 124 | $228,057,193 | 79.9% |
| Individuals | 172 | $53,159,380 | 18.6% |
| Retirement plans | 4 | $3,149,016 | 1.1% |
| Charities | 3 | $878,491 | 0.3% |
| Corporations & businesses | 1 | $56,947 | 0.0% |
Filing source
Form ADV 1282538 · Mar 1, 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: Mar 1, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
300 TAMAL PLAZA, SUITE 175CORTE MADERA, CA, 94925, United States
CRD 148520
Filing source
Form ADV 1282538 · Mar 1, 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.