AA
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Azita Aminian

36 Years of Experience
Broker

Azita Aminian is a registered investment advisor at Centennial Securities Company INC, based in Chicago, IL, with 36 years of industry experience. Azita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,691 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,691 clients
Average Client Portfolio
$428K average
Assets Under Management
$1.2B

Fee Structure

Investment management only (planning not offered)

Centennial Securities offers investment management services where fees are based on the value of your portfolio. The specific fee is disclosed in your Investment Management Agreement, and may be negotiable. The standard fee schedule is:

  • Under $500,000: 0.75% – 2.00% per year
  • $500,000 – $1,000,000: 0.50% – 1.75% per year
  • Over $1,000,000: 0.25% – 1.50% per year

Fees are billed and paid quarterly in advance, based on the value of your account at the end of the previous quarter.

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Location

135 S. Lasalle Street, Suite 3710, Chicago, IL, 60603

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Centennial Securities Company INC
November 2017 - Present · 8 yrs 5 mos
Centennial Securities Company, INC.Broker
March 2011 - Present · 15 yrs 1 mo
Previous Registrations
David A. Noyes & CompanyBroker
November 2004 - March 2011 · 6 yrs 4 mos
Howe Barnes Investments, INC.Broker
July 1989 - December 2004 · 15 yrs 5 mos
State Registrations2 states
FLIL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.