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 registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm serves individual and family clients and acts as a capital allocator, combining financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee arrangements are flexible and include asset‑based fees, hourly charges, and fixed fees. The firm does not identify as an ESG investor and is not organized as a multi‑state 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%
Contacts
1 of 1TINA TENRET
PresidentCRD 5096353
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$225M in ETFs
97%
$218M
0%
$7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $32M | 498,789 | 14.21% |
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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