Fintent

Overview

Fintent is structured as a corporation controlled by an individual owner and operates as an unclassified registered adviser. The firm charges clients via a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. Its core advisory services are financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars or workshops. Fintent does not identify as an active ESG investor, is not listed as a multi‑state adviser, and does not advertise pension consulting or related-adviser status in the provided records. The adviser’s SEC registration year is not specified in the source material.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices