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Home > Retirement Planners > florida > north palm beach > CERTUITY, LLC
CERTUITY, LLC
1295 Us Highway One
Third Floor
North Palm Beach, Florida 33408
Tel: 561-693-3255
About CERTUITY, LLC
CERTUITY, LLC, formally registered with the SEC as CERTUITY, LLC. The firm was established in 01/02/2004. They have over 9 offices throughout the country.
CERTUITY, LLC is a North Palm Beach, Florida based Financial Planning firm with nearly $3,961,766,158 assets under management, offering retirement planning & investment advisory services to 3286 clients. The firm is staffed with 41 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129505 |
| SEC# | 801-62580 |
| Assets Managed by Firm | $3,961,766,158 |
| No. of Clients | 3286 |
| No. of Advisors | 41 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3286 | $3,961,766,158 |
| Individuals (other than high net worth individuals) | 69 | $57,420,266 |
| High net worth individuals | 473 | $3,052,999,079 |
| Pension and profit sharing plans | 7 | $12,480,416 |
| Charitable organizations | Fewer than 5 clients | $1,070,210 |
| Corporations or other businesses | Fewer than 5 clients | $2,726,064 |
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