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Ellen Fred Strauss

Genter Capital Management

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About Ellen Fred Strauss

Ellen Strauss is a registered Investment Advisor Representative with Genter Capital Management and Genter Advisors LLC, both located in Los Angeles, California. Ellen has been in the financial services industry since 1992. She holds the Series 7 and Series 66 licenses, and has experience working with clients in both individual and corporate settings. Ellen's firm specializes in providing portfolio management services to a variety of clients, including individuals, corporations, charitable organizations, and pension plans.

Firm Information

Ellen Strauss is currently registered with Genter Capital Management. Genter Capital Management is an investment advisor headquartered in Los Angeles, CA. They specialize in providing model portfolio recommendations to other investment advisors and manage portfolios for individuals, businesses, and investment companies. They currently manage over $4.1 billion in assets for clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and foundations. Genter Capital Management offers a wrap fee program.
Genter Capital Management

11601 WILSHIRE BLVD., 25TH FLOOR

LOS ANGELES, CA 90025-1770

$4.20B

Assets Under Management

15,141

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model portfolio recommendations to other investment advisers.

Provide model portfolio recommendations to other investment advisers.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

One time initial set-up fee of $250

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Ellen Strauss’s Registration & Firm History

CA

08/18/2000 - Present

Genter Capital Management (LOS ANGELES CA)

ME

10/04/2001 - 10/02/2002

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

AZ

05/05/2000 - 10/04/2001

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

NA

08/03/1992 - 01/24/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BOTH

Issued 08/03/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/15/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ellen Fred Strauss.
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