The Tenret Company, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 298570
- Registered since
- March 15, 2021
- Website
- thetenretcompany.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.73%
- Individuals3.27%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
The Tenret Company, LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm registered with the SEC in 2021 and describes itself as a capital allocator that serves individual and family clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and selecting outside advisers on behalf of clients. Fee arrangements are flexible and include a percentage-of-AUM option as well as hourly and fixed-fee engagement structures. The firm does not position itself as an active ESG investor and is not a multistate 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 Funds91%
- Cash & Cash Equivalents6%
- Exchange Traded Equities1%
- State & Local Bonds1%
- Sovereign Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$227M in ETFs
97%
$219M
0%
$7.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $35.2M | 498,637 | 15.50% |
Location
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 515 W Bay St
- Time zone
- ET (UTC-5)
- Office locations
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