Genter Advisors LLC is a large advisory firm based in Los Angeles. It manages $169.71 million of regulatory assets for 823 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 10 other states.
Genter Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Genter Advisors LLC is $169.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 304% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Genter Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Daniel John Genter is individuals with 785 clients and $140.5 million of assets under management. Among the 11 most similar advisory firms, Genter Advisors has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $169.67 million for 822 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Genter Advisors doesn't advise any private funds.
The company employs 67 people that are either part- or full-time employees. 9 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.
There are 13 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Daniel John Genter has been acting as President since 1 Jun 2001. John Barry joined the executive team most recently as the First Vice President Operations.
The principal office where Genter Advisors LLC performs its advisory services is located at 11601 Wilshire Blvd., 25 Th Fl., Los Angeles, CA 90025 1770, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-477-6543 or by fax 310-479-2901. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at genteradvisors.com.