Investment adviser · CRD 108866

YENTIS & ASSOCIATES INC

Investment adviser filing (IA)

FORT WAYNE, IN, United States · Form ADV filed Jan 31, 2017

Regulatory AUM
$68.3M
Form ADV · Item 5.F
Client accounts
5
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Jan 31, 2017. View historical filings

Reported services

Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

11130 COLDWATER RD, SUITE 101
FORT WAYNE, IN, 46845, United States

CRD 108866

Filing source

Form ADV 1068835 · Jan 31, 2017 · 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.