FINTENT

Overview

Fintent is a small corporate-structured advisory firm run by an individual owner that focuses on financial planning, portfolio management for individuals, small businesses and institutions, and client education through seminars and workshops. The firm’s stated investment tilt is equity-first: exchange-traded equities are the primary vehicle for client portfolios. Fintent charges a mix of percentage-of-AUM, hourly and fixed fees and does not identify itself as an active ESG investor. It reports operating in a single state footprint rather than as a multi-state adviser. Investment activities include managing discretionary portfolios and delivering financial planning work; the firm also indicates it allocates to a broad set of alternative managers as part of its toolkit. That combination suggests a hybrid advisory model that uses liquid public markets as the core allocation while reserving access to external alternative strategies when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices