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CENTAURUS FINANCIAL, INC.

2300 East Katella Ave
Suite 200
Anaheim, California 92806
Tel: 714-456-1790

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About CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC, formally registered with the SEC as CENTAURUS FINANCIAL, INC. The firm was established in 10/08/1999. They have over 287 offices throughout the country.

CENTAURUS FINANCIAL, INC. is a Anaheim, California based Financial Planning firm with nearly $5,212,001,329 assets under management, offering retirement planning & investment advisory services to 30814 clients. The firm is staffed with 598 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#30833
SEC#801-56882
Assets Managed by Firm$5,212,001,329
No. of Clients30814
No. of Advisors598

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Market Timing Based
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total30814$5,212,001,329
Individuals (other than high net worth individuals)30470$4,530,080,228
High net worth individuals271$645,800,611
Corporations or other businesses73$36,120,490

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