Ardent Investors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 316903
- Website
- ardentinvestors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.99%
- Individuals10.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ardent Investors, LLC operates as an independent registered investment adviser organized as an LLC with individual ownership. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individual and small-business clients. Its fee arrangements include both a percentage-of-assets model and fixed fees. Ardent does not self-identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities24%
- Other2%
Contacts
1 of 1Jeffrey Sharpe
President, Cco & Managing MemberCRD 4367963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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