GENTIAN FINANCIAL, INC.

Overview

Gentian Financial, Inc. is listed as an independent registered investment adviser organized as a corporation and owned by an individual. The firm operates with multiple fee arrangements — percentage of assets under management, hourly rates, and fixed fees — and maintains business lines beyond pure advisory work: it is documented as a registered representative of a broker‑dealer and as an insurance broker. Advisory activities highlighted in the FINTRX record include financial planning, publishing periodicals or newsletters, and running educational seminars or workshops. The profile indicates the firm does not identify as an active ESG investor, is not a multi‑state adviser, and is not characterized as a capital allocator, pension consultant, related adviser, or a newly formed adviser in the FINTRX entry.

Assets & Accounts

Investments & Alternatives