Centennial Securities Company INC

Assets Under Management

$1.2B

Number of Clients

2,691

Number of Advisors

39

Average Client AUM

$428K

AUM per Advisor

$29.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Centennial Securities Company, Inc. provides discretionary and non-discretionary investment management and financial planning services. They offer individually managed accounts and access to third-party managers through RBC. Their clients include individuals, businesses, trusts, retirement plan sponsors, foundations, and charitable organizations.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
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Location

3075 Charlevoix Dr Se, Grand Rapids, MI, 49546

39 Advisors at this firm

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