Audent Global Asset Management, LLC

SEC-regulated
Registered investment advisor
Audent Global Asset Management, LLC is a registered investment adviser offering a Wrap Program that provides investment advisory services without separate brokerage commissions. Clients' portfolios are managed on a discretionary basis, primarily allocating assets among mutual funds, ETFs, individual securities, options, and alternative investments. The firm tailors its services to meet individual client needs, continuously assessing risk tolerance and financial goals. Audent may engage Independent Managers to manage client assets, evaluating their strategies and performance regularly. The firm charges annual management fees based on assets under management, varying by investment strategy. Clients may also invest in private funds with performance-based fees. Audent's investment philosophy includes fundamental analysis and asset allocation strategies based on Modern Portfolio Theory. The firm offers equity-based and balanced strategies, including buy-write and put write strategies, and outsources fixed income portfolio management. Clients may face various risks, including market volatility, interest rate fluctuations, and currency risks. Audent's Code of Ethics ensures fair practices, and the firm recommends Pershing for custody and brokerage services, receiving support for client account management. Audent does not have restrictions on client contact with portfolio managers and conducts regular account reviews. The firm does not provide compensation for client referrals and discloses potential conflicts of interest related to brokerage practices and economic benefits received.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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