KENTOR FINANCIAL
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 114996
- Website
- kentor.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Kentor Financial operates as a small, privately held corporate advisory firm that functions largely as a capital allocator and insurance broker. The firm provides financial planning and adviser-selection services, and it builds client solutions around insurance products alongside traditional investment vehicles. Its stated business model combines fee-based services (percentage of AUM, hourly and fixed fees, and other fee arrangements) with brokerage activity tied to insurance distribution. On the investment side, Kentor Financial relies on outside managers for alternative real estate exposure and supplements client portfolios with mutual funds, annuities and corporate debt. The firm is classified as unclassified and is not reported to be an active ESG investor. It is identified as a domestic entity with individual ownership ties and maintains affiliations as both a broker-dealer and an investment adviser in a non-pension consulting capacity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2MICHAEL KENTOR
Founder and PresidentCRD 268144
MARLA MCCLAIN
Co-Founder and PrincipalCRD 1701690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 1111 W 6th St
- Time zone
- CT (UTC-6)
- Office locations
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