JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT

JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT is an SEC-registered investment adviser (CRD 153286). Regulatory assets under management: $7.4M.

Registration

• CRD: 153286
• SEC file number: 801-71603
• Type: Registered investment adviser
• Phone: 661-586-8549
• Latest filing: 2026-03-06
• Regulatory AUM: $7.4M
• Discretionary AUM: $7.4M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 153286 on SEC IAPD (source of record)
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