Dentvest LLC

Overview

Dentvest LLC is an independent, owner-operated registered investment adviser organized as a limited liability company that focuses on individual and family clients. Its core services are financial planning and discretionary portfolio management for individuals and small businesses. The firm charges advisory fees on a percentage-of-AUM basis and also uses fixed fees in some arrangements. Dentvest does not present itself as a capital allocator to external private fund managers, is not an active ESG investor, and is not designated as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices