RIA Intel›Advisers›KRENTZ, RICHARD DAVID

KRENTZ, RICHARD DAVID

Advisory

N·

Data as of Feb 12, 2018 · Source: SEC Form ADV

Total AUM

$59M

1-Year AUM Growth

+12.4%

3-Year CAGR

+3.6%

Employees

1

Assets Under Management

Total AUM$59M

Discretionary AUM$57M

Non-Discretionary AUM$2M

Discretionary %97%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingMay 13, 2004

Latest FilingFeb 12, 2018

🔒 Full AUM trend chart and 18 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KRENTZ, RICHARD DAVID

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.