AUMdb

Parenti, Anthony Robert

State-registered Insurance-Affiliated CRD 164261 · · PARENTIWEALTHMANAGEMENT.COM
☆ Save with Pro ADV data as of Jul 08, 2021
Regulatory AUM
Discretionary
Clients
0
Avg AUM / client
Accounts
Employees
1

Who they serve

Client typeClientsAUM% of AUM

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Anthony Robert Parenti Registered representative Jul 2012 (14y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/08/2021 993 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Hourly charges
  • Other fees
  • SOLICITOR FEES

Services

  • Financial planning services
  • Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2021.

View current Form ADV (SEC/IAPD) ↗