Ententvest Inc.
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 311563
- Registered since
- January 4, 2021
- Website
- ententvest.com
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.71%
- Individuals0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ententvest Inc. is an independent registered investment adviser structured as a corporation and operates out of California. The firm is owned by an individual and concentrates on advising individuals and families. Its core services are fee-based financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Ententvest identifies as an active ESG investor and applies environmental, social, and governance considerations in its investment selection. The firm does not act as a capital allocator.
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
- Exchange Traded Equities100%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Scott Schwartz
CEO and FounderCRD 2518654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palo Alto, CA
San Mateo
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 2100 Geng Rd
- Time zone
- PT (UTC-8)
- Office locations
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