GENTRUST

1450 Brickell Avenue
Suite 3050
Miami, Florida 33131
Tel: 305-677-6688

About GENTRUST

GENTRUST, formally registered with the SEC as GENTRUST. The firm was established in 10/05/2011. They have over 2 offices throughout the country.

GENTRUST is a Miami, Florida based Financial Planning firm with nearly $4,063,435,638 assets under management, offering retirement planning & investment advisory services to 1639 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158369
SEC#	801-72707
Assets Managed by Firm	$4,063,435,638
No. of Clients	1639
No. of Advisors	36

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (PROVIDE MODEL PORTFOLIOS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1639	$4,063,435,638
Individuals (other than high net worth individuals)	24	$10,451,702
High net worth individuals	268	$3,759,222,543
Corporations or other businesses	28	$192,714,660

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