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 $386,621,299 assets under management, offering retirement planning & investment advisory services to 759 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 151943 |
SEC# | 801-70786 |
Assets Managed by Firm | $386,621,299 |
No. of Clients | 759 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 759 | $386,621,299 |
Individuals (other than high net worth individuals) | 80 | $26,371,910 |
High net worth individuals | 114 | $336,618,876 |
Pension and profit sharing plans | Fewer than 5 clients | $13,230,826 |
Charitable organizations | Fewer than 5 clients | $10,192,145 |
Corporations or other businesses | Fewer than 5 clients | $207,542 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$12,683,180,123 | 48067 | 499 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,431,505,745 | 10 | 34 |
$2,302,559,870 | 1808 | 12 | |
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 201 St. Charles Avenue, Suite 4240 New Orleans, LA, 70170-1048 | $1,954,920,079 | 12 | 7 |
$1,673,599,482 | 6108 | 36 |
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