Overview
Assets Under Management: $292 million
Headquarters: CORTE MADERA, CA
High-Net-Worth Clients: 122
Average Client Assets: $1.9 million
Frequently Asked Questions
AUTHENT ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148520), AUTHENT ADVISORS, INC. is subject to fiduciary duty under federal law.
AUTHENT ADVISORS, INC. is headquartered in CORTE MADERA, CA.
AUTHENT ADVISORS, INC. serves 122 high-net-worth clients according to their SEC filing dated March 09, 2018. View client details ↓
According to their SEC Form ADV, AUTHENT ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
AUTHENT ADVISORS, INC. manages $292 million in client assets according to their SEC filing dated March 09, 2018.
According to their SEC Form ADV, AUTHENT ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.71%
Average Client Assets: $1.9 million
Total Client Accounts: 1,124
Discretionary Accounts: 854
Non-Discretionary Accounts: 270
Regulatory Filings
CRD Number: 148520
Filing ID: 1180681
Last Filing Date: 2018-03-09 18:32:00