Paul Loren Feinstein
Investment adviser representative at Audent Global Asset Management, LLC
17 yearsExperience
2 statesRegistered in
$452.3MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Audent Global Asset Management, LLCAug 2020 to now
- Private Advisor Group, LLCFeb 2020 to Aug 2020
- First Republic Investment Management, Inc.Mar 2017 to Mar 2020
- First Republic Securities Company, LLCMar 2017 to Mar 2020
- UBS Financial Services IncMar 2003 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Audent Global Asset Management, LLC
$452.3MAssets managed
164Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3225177
- Firm CRD
- 308166