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Building 2ENTENTVEST INC.

Map pinPALO ALTO, CA
Phone650-933-5100
NotebookSEC #801-120057
Total AUM
$9.6M
Employees
1
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2100 GENG ROAD
SUITE 210
PALO ALTO
CA 94303
United States
Operating Hours
8:00 AM TO 5:00PM
Monday - Friday
Phone
650-933-5100

ReceiptFinancials

Total AUM
$9.6M
Accounts
15
Discretionary
$9.6M
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$11K
HNW Individual Clients
12
AUM
$9.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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