301 Main Street, Ste. 1502
Baton Rouge, Louisiana 70801
Tel: 225-922-9955
DENT WEALTH ADVISORS, formally registered with the SEC as DENT WEALTH ADVISORS. The firm was established in 11/18/2009. They have over 1 offices throughout the country.
DENT WEALTH ADVISORS is a Baton Rouge, Louisiana based Financial Planning firm with nearly $298,809,287 assets under management, offering retirement planning & investment advisory services to 490 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 151943 |
SEC# | 801-70786 |
Assets Managed by Firm | $298,809,287 |
No. of Clients | 490 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 490 | $298,809,287 |
Individuals (other than high net worth individuals) | 63 | $20,443,511 |
High net worth individuals | 81 | $262,806,960 |
Pension and profit sharing plans | Fewer than 5 clients | $856,206 |
Charitable organizations | Fewer than 5 clients | $11,877,122 |
Corporations or other businesses | Fewer than 5 clients | $2,825,488 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$18,432,430,824 | 62249 | 570 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
$2,952,693,844 | 5 | 31 | |
$2,535,697,292 | 7157 | 34 | |
$2,489,088,707 | 1855 | 12 |
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