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CENTENNIAL SECURITIES COMPANY INC

3075 Charlevoix Dr Se
Grand Rapids, Michigan 49546
Tel: 616-942-7680

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About CENTENNIAL SECURITIES COMPANY INC

CENTENNIAL SECURITIES COMPANY INC, formally registered with the SEC as CENTENNIAL SECURITIES COMPANY INC. The firm was established in 09/17/2015. They have over 5 offices throughout the country.

CENTENNIAL SECURITIES COMPANY INC is a Grand Rapids, Michigan based Financial Planning firm with nearly $944,792,875 assets under management, offering retirement planning & investment advisory services to 3230 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#7763
SEC# 801-106623
Assets Managed by Firm $944,792,875
No. of Clients 3230
No. of Advisors 40

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
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total3230$944,792,875
Individuals (other than high net worth individuals)1713$415,937,377
High net worth individuals358$356,004,874
Pension and profit sharing plans22$126,439,113
Charitable organizations15$16,041,017
Corporations or other businesses15$30,370,494
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