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Firms / California

Fintent

Monrovia, CA. Legal name: Fintent Invest, Inc.

1 advisor$3.06 million managed1 officeFee-only

About the firm

A registered investment advisory firm based in Monrovia, California. It manages about $3.06 million. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.

How they work

How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?Not stated
Assets under management ?$3.06 million
Individual clientsNot stated
Median years of experience2
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshops

Advisors at Fintent

1Advisors
2Median years of experience
1States with offices
1Offices
1 advisor · Fintent
Fintent
2yrs
Annelise Li
Financial advisor
118 W. Lime Ave Suite 110
Monrovia, CA 91016
2 years in the industry
CFAFee-only firm
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Also known as

Fintent, Inc. · Fintent Invest, Inc.

About Fintent

How do I contact Fintent?

Call the main office at 703-869-2828. The main office is at 118 W. Lime Ave Suite 110, Monrovia, CA 91016.

How is Fintent paid?

The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.

What services does Fintent offer?

Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Educational seminars and workshops.

How many advisors work at Fintent?

We list 1 advisor currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.