Fintent

Overview

Fintent is a California-based, individually owned corporate advisory firm that provides fee-based financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients, along with educational seminars and workshops. The firm uses a mixed fee model — percentage of assets under management plus hourly and fixed-fee arrangements — and indicates a preference for equity-oriented portfolios. Fintent does not identify as an active ESG investor and reports operating within a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices