Assets Under Management
$3.1B
Number of Clients
489
Number of Advisors
18
Average Client AUM
$6.3M
AUM per Advisor
$172.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Certuity offers investment advisory, planning, family office, and investment consulting services to high and ultra-high net worth families and individuals, private foundations, endowments, family offices, other business entities and pooled investment vehicles. They also offer in-house public equity strategies in the form of separately managed accounts (SMAs).
1295 Us Highway One, Third Floor, North Palm Beach, FL, 33408