CENTER FOR ASSET MANAGEMENT, LLC

3399 Pga Boulevard, Ste 320
Palm Beach Gardens, Florida 33410
Tel: 561-625-0900

About CENTER FOR ASSET MANAGEMENT, LLC

CENTER FOR ASSET MANAGEMENT, LLC, formally registered with the SEC as CENTER FOR ASSET MANAGEMENT, LLC. The firm was established in 10/03/2019. They have over 1 offices throughout the country.

CENTER FOR ASSET MANAGEMENT, LLC is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $193,342,484 assets under management, offering retirement planning & investment advisory services to 899 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147981
SEC#	801-117438
Assets Managed by Firm	$193,342,484
No. of Clients	899
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	899	$193,342,484
Individuals (other than high net worth individuals)	207	$56,450,620
High net worth individuals	63	$135,168,794
Pension and profit sharing plans	Fewer than 5 clients	$1,723,070

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