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| Genter Advisors LLC
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| |
|---|---|
| CRD # | 113916 |
| SEC # | 801-60408 |
| CIK # | 0000051762 |
| AUM | $157.6 MM (2024-05-17) |
| Employees | 65 (6% Investors, 12% Brokers) |
| Phone | 310-477-6543 |
| Address | 11601 Wilshire Blvd, 25th Fl Los Angeles, CA 90025-1770 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| JPM | 340.2 | 0.1 | |
| AVGO | 201.3 | 0.1 | |
| ABBV | 269.5 | 0.1 | |
| T | 147.5 | 0.1 | |
| MTB | 29.3 | 0.1 | |
| CVX | 294.6 | 0.1 | |
| UPS | 157.2 | 0.1 | |
| ENB | 86.2 | 0.1 | |
| EMR | 48.4 | 0.1 | |
| CVS | 122.2 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 541 | 109.1 |
| (b) Individuals (high net worth individuals) | 21 | 33.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 34 | 15.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 598 | 157.6 |
| By Discretionary | ||
| Discretionary | 598 | 157.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 598 | 157.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.6 | |
| Total | 598 | 157.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000051762] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
RNC Capital Management LLC
✚
|
CA | 4.2 |
|
Genter Advisors LLC
✚
|
CA | 0.2 |
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|---|---|---|
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Forteris Wealth Management Inc
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NY | 0.2 |
|
Winning Points Advisors LLC
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|
FL | 0.2 |
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TX | 0.2 |
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Whalen Wealth Management Inc
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NV | 0.2 |
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TTG Financial Inc
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OH | 0.2 |
|
Milestone Asset Management Group LLC
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CT | 0.2 |
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IA | 0.2 |
|
Southern Capital Services Inc
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AL | 0.2 |
|
MCS Financial Advisors LLC
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|
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|
Oregon Pacific Financial Advisors Inc
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OR | 0.2 |