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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 281 offices throughout the country.

CENTAURUS FINANCIAL, INC. is a Anaheim, California based Financial Planning firm with nearly $6,276,899,920 assets under management, offering retirement planning & investment advisory services to 34053 clients. The firm is staffed with 580 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#30833
SEC#801-56882
Assets Managed by Firm$6,276,899,920
No. of Clients34053
No. of Advisors580

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Market timing services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total34053$6,276,899,920
Individuals (other than high net worth individuals)33672$5,484,001,363
High net worth individuals300$753,258,499
Corporations or other businesses80$39,640,058

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