Dent Wealth Advisors
Baton Rouge, Louisiana
Dent Wealth Advisors, a prominent investment advisory firm headquartered in Baton Rouge, LA, caters to a diverse clientele of high net worth individuals. With over 70 individual clients and a remarkable $352,984,000 in assets under management, Dent Wealth Advisors offers comprehensive financial solutions to meet their clients' unique needs. Although 401K and individual accounts constitute less than 30% of their assets under management, Dent Wealth Advisors possesses the expertise to effectively manage employer funds. The firm's investment strategies are entirely discretionary, ensuring a hands-on approach to portfolio management....
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Assets Under Mgmt

$352.98M

Investment Professionals

3

Locations

0

% 401K & Individual

6%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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