Assets Under Management
$6.3B
Number of Clients
34,052
Number of Advisors
429
Average Client AUM
$184K
AUM per Advisor
$14.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Centaurus Financial, Inc. (CFI) provides asset allocation, investment management, and utilizes Third-Party Money Managers (TPMMs). Services are offered on a discretionary or non-discretionary basis. CFI offers CLASSIC Plus wrap programs, including FlexUMA, Adviser-Directed, Advisory Annuity & Variable Life Management, and Alternative Investments. CFI also provides retirement plan services to ERISA-qualified plans.
2300 East Katella Ave, Suite 200, Anaheim, CA, 92806