Genter Capital Management
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Overview
Genter Capital Management is a financial advisor firm headquartered in Los Angeles, California. Genter Capital Management controls $4.1 billion in assets under management throughout 4,023 client accounts, placing it among the biggest firms in the country by assets under management (AUM). The firm has an average-sized team, including 13 financial advisors. Genter Capital Management is not a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as bonds, stocks and options.
Genter Capital Management oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which buy and sell judgments for the client's account are made by an investment advisor without requiring the customer's permission. The investment advisory firm oversees about $1.0 million in assets for each client account. An average advisor at Genter Capital Management oversees around 309 client accounts.
The firm's headquarters is at 11601 Wilshire Blvd., 25Th Floor, Los Angeles, California 90025-1770. It is permitted to provide services to clients across 49 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Genter Capital Management by the Numbers
$4.1 billion
65
4,023
$1.0 million
Fee Structure
Fees for financial management largely vary depending on the financial services provided. Fees billed by the firm can be comprised of the following fee structures: asset-based or other. Genter Capital Management does participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Genter Capital Management works with a number of different customers. The company provides services to retail investors, high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, insurance companies, corporations and other. Out of its 4,023 accounts, Genter Capital Management's largest client group by number of accounts is retail investors, although it also serves 847 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers reside abroad.
- High-Net-Worth Individuals* - 21.05%
- Other Individuals - 73.28%
- Corporations - 5.54%
- Charitable Organizations - 0.12%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Genter Capital Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Genter Capital Management
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
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