Dentist Advisors
Firm details
- Headquarters
- Holladay, Utah
- CRD number
- 149559
- Registered since
- March 4, 2019
- Website
- dentistadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.12%
- Individuals20.88%
- Pension & Profit Sharing Plans3.82%
- Charitable Organizations0.14%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Dentist Advisors is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2019. The firm serves both individual and family clients as well as institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and selection of subadvisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Dentist Advisors acts as a capital allocator for client portfolios and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities2%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$520M in ETFs
42%
$219M
58%
$301M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $195M | 3,723,295 | 37.51% |
Location
Holladay, UT
Salt Lake
Location
Holladay, UT
Headquartered in Holladay, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 6440 S Wasatch Blvd
- Time zone
- MT (UTC-7)
- Office locations
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