3075 Charlevoix Dr Se
Grand Rapids, Michigan 49546
Tel: 616-942-7680
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 $1,071,810,373 assets under management, offering retirement planning & investment advisory services to 3513 clients. The firm is staffed with 40 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 7763 |
SEC# | 801-106623 |
Assets Managed by Firm | $1,071,810,373 |
No. of Clients | 3513 |
No. of Advisors | 40 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3513 | $1,071,810,373 |
Individuals (other than high net worth individuals) | 1876 | $520,777,859 |
High net worth individuals | 359 | $413,206,841 |
Pension and profit sharing plans | 26 | $83,212,000 |
Charitable organizations | 21 | $21,421,804 |
Corporations or other businesses | 20 | $33,191,869 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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