Ententvest Inc.

RIAState Registered
Total AUM
$7M
Discretionary
$7M
100% of AUM
Avg account
$318K
Accounts
22
Employees
1
Advisory reps
1

Firm details

Headquarters
Palo Alto, California
CRD number
311563
Registered since
January 4, 2021
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%, Cash & Cash Equivalents 5%100%
  • Exchange Traded Equities100%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Scott Schwartz

    Scott Schwartz

    CEO and FounderCRD 2518654

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth