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Yentis & Associates Inc (Fort Wayne)


Yentis & Associates Inc is an adviser based in Fort Wayne. It manages $68.35 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Indiana.

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Yentis & Associates provides portfolio management for businesses and institutional clients and fund selection and monitoring. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Yentis & Associates: assets under management

The assets under management (AUM) of Yentis & Associates Inc is $68.35 million. The firm's AUM has gone down by -71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $49.91 million in discretionary accounts and $18.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.64 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.22 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Yentis & Associates Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Wayne

The principal office where Yentis & Associates Inc performs its advisory services is located at 11130 Coldwater Rd, Fort Wayne, IN 46845, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 260-637-4440 or by fax 260-637-9931. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at yentisinc.com.


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