RIA Intel›Advisers›New Jersey›LENTZ, JAMES ROBERT

LENTZ, JAMES ROBERT

Advisory

NJ

Data as of Jan 23, 2026 · Source: SEC Form ADV

Average account

$541K

across 69 accounts

AUM per adviser

$19M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InFL, NJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

39 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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