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AUTHENT ADVISORS, INC.
CORTE MADERA, CA
415-927-0722
SEC #801-69732Total AUM
$285.3M
Employees
5Clients
304Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
300 TAMAL PLAZA
SUITE 175
CORTE MADERA
CA 94925
United States
SUITE 175
CORTE MADERA
CA 94925
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
415-927-0722
Financials
Total AUM
$285.3M
Accounts
1,158Discretionary
$203.9M
Accounts
893Non-Discretionary
$81.4M
Accounts
265
Clients
Individual Clients
172AUM
$53.2M
HNW Individual Clients
124AUM
$228.1M
Pension/Profit Sharing Plan Clients
4AUM
$3.1M
Charitable Organization Clients
3AUM
$878.5K
Corporation or Business Clients
1AUM
$56.9K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX CONSULTING AND PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
INITIAL ACCOUNT ESTABLISHMENT FEE
Compliance
Disclosures
None reported
State Registrations
CAHI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.