Paul Feinstein is a registered investment advisor at Audent Global Asset Management, LLC, based in West Hollywood, CA, with 25 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 166 clients with $430M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
166 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$433.7M

Fee Structure

Investment management only (planning not offered)

Audent charges an annual investment management fee based on the amount of assets managed. The fee varies depending on the investment strategy used, such as 0.80% for Carret Muni/Carret MO, Carret Opportunity/ Carret Opp, and Bond Enhancement/BE, and 1.4% for Concentrated Equity/ CE and Fallen Angels/ FA. The annual fee is prorated and charged quarterly, in advance, based on the market value of the assets being managed on the last day of the previous quarter.

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Location

9200 W Sunset Blvd, Suite 817, West Hollywood, CA, 90069

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Audent Global Asset Management, LLC
August 2024 - Present · 1 yr 8 mos
Previous Registrations
Audent Global Asset Management, LLC
August 2020 - December 2023 · 3 yrs 4 mos
Private Advisor Group, LLC
February 2020 - September 2020 · 7 mos
First Republic Investment Management, INC.
February 2017 - March 2020 · 3 yrs 1 mo
First Republic Securities Company, LLCBroker
February 2017 - March 2020 · 3 yrs 1 mo
UBS Financial Services INC.
March 2003 - February 2017 · 13 yrs 11 mos
UBS Financial Services INC.Broker
March 2003 - February 2017 · 13 yrs 11 mos
Fahnestock Asset Management
January 2003 - March 2003 · 2 mos
Fahnestock & CO. INC.Broker
January 2003 - March 2003 · 2 mos
Cibc World Markets CORP.
September 1999 - January 2003 · 3 yrs 4 mos
Cibc World Markets CORP.Broker
August 1999 - January 2003 · 3 yrs 5 mos
State Registrations2 states
CANY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.