GENTER CAPITAL MANAGEMENT

11601 Wilshire Blvd., 25th Floor
Los Angeles, California 90025-1770
Tel: 310-477-6543

About GENTER CAPITAL MANAGEMENT

GENTER CAPITAL MANAGEMENT, formally registered with the SEC as GENTER CAPITAL MANAGEMENT. The firm was established in 04/01/1998. They have over 2 offices throughout the country.

GENTER CAPITAL MANAGEMENT is a Los Angeles, California based Financial Planning firm with nearly $4,197,945,247 assets under management, offering retirement planning & investment advisory services to 4017 clients. The firm is staffed with 65 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108618
SEC#	801-55484
Assets Managed by Firm	$4,197,945,247
No. of Clients	4017
No. of Advisors	65

Fee Structure

A percentage of AUM
Other (ONE TIME INITIAL SET-UP FEE OF $250)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (PROVIDE MODEL PORTFOLIO RECOMMENDATIONS TO OTHER INVESTMENT ADVISERS.)

Firm Client Information

	No. of Clients	AUM
Firm Total	4017	$4,197,945,247
Individuals (other than high net worth individuals)	2956	$1,335,752,927
High net worth individuals	840	$2,247,708,284
Pension and profit sharing plans	81	$257,564,311
Charitable organizations	2	$1,491,647
Corporations or other businesses	113	$220,703,529

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