John C. Foti, Dba Experient Portfolio Management is an adviser based in Tillamook. It manages $7.7 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Oregon, and Texas.
John C. Foti, Dba Experient Portfolio Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of John C. Foti, Dba Experient Portfolio Management is $7.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 346% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay John C. Foti, Dba Experient Portfolio Management for their services and products based on a percentage of assets under management. 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.
The only and largest group of clients of John C. Foti, Dba Experient Portfolio Management is individuals with 6 clients and $3.86 million of assets under management. Among the 4 most similar advisory firms, John C. Foti, Dba Experient Portfolio Management has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $3.86 million for 6 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
John C. Foti, Dba Experient Portfolio Management doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where John C. Foti, Dba Experient Portfolio Management performs its advisory services is located at 2235 Bayocean Rd Nw, Tillamook, OR 97141 The mailing address of the firm is P.O. Box 668, Tillamook, OR 97141. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 661-586-8549. The normal business hours are by appointment only on Monday - Friday.