2300 East Katella Ave
Suite 200
Anaheim, California 92806
Tel: 714-456-1790
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 30833 |
SEC# | 801-56882 |
Assets Managed by Firm | $5,212,001,329 |
No. of Clients | 30814 |
No. of Advisors | 598 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 30814 | $5,212,001,329 |
Individuals (other than high net worth individuals) | 30470 | $4,530,080,228 |
High net worth individuals | 271 | $645,800,611 |
Corporations or other businesses | 73 | $36,120,490 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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