Joseph Walter Centofonti

Eagle Asset Management INC

16 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Eagle Asset Management INC

Compensation

Fee-Only (AUM)

Firm Size

4 advisors

Number of Clients

66,684 clients

Average Client Portfolio

$877K average

Assets Under Management

$58.5B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

780 Carillon Pkwy, St. Petersburg, FL, 33716

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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.

Other Business Activities

Joseph acts as Power of Attorney, Health Care Power of Attorney, and Personal Representative for Katie Centofonti, his partner. He spends minimal time on these duties.