PR
PR

Patrick Joseph Rentz

11 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
5 clients
Average Client Portfolio
$104.5M average
Assets Under Management
$522.6M

Fee Structure

Financial Planning:Investment management only
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Location

11726 San Vicente Blvd., Suite 480, Los Angeles, CA, 90049

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Logica Capital Advisers, LLC
February 2018 - Present · 8 yrs
Previous Registrations
Logica Capital Advisers, LLC
January 2014 - December 2017 · 3 yrs 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.