Authent Advisors, Inc.

Authent Advisors, Inc. (CRD# 148520) is a financial advisory firm headquartered in Corte Madera, CA. They manage $238,029,905 in 1,147 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    238
    MILLION
  • Total Number of Accounts
    1,147
    ACCOUNTS
  • Average Account Value
    $207,524
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI

Financial Advisors at Authent Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Rebecca M. Crandall
CRD#: 2695290
300 Tamal Plaza, Suite 175, Corte Madera, CA 94925
96
Wealthminder
score

Rebecca Crandall (CRD# 2695290) is an Investment Advisor Representative working at Authent Advisors, Inc. in Corte Madera, CA and has over 19 years of experience in the finance industry. Rebecca Crandall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Margaret M. Daly
CRD#: 5610522
300 Tamal Plaza, Suite 175, Corte Madera, CA 94925
90
Wealthminder
score

Margaret Daly (CRD# 5610522) is an Investment Advisor Representative working at Authent Advisors, Inc. in Corte Madera, CA and has 1 year of experience in the finance industry. Margaret Daly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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