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CENTENNIAL WEALTH ADVISORY, LLC
701 Third Street
Traverse City, Michigan 49684
Tel: 231-995-9575
About CENTENNIAL WEALTH ADVISORY, LLC
CENTENNIAL WEALTH ADVISORY, LLC, formally registered with the SEC as CENTENNIAL WEALTH ADVISORY, LLC. The firm was established in 06/18/2018. They have over 4 offices throughout the country.
CENTENNIAL WEALTH ADVISORY, LLC is a Traverse City, Michigan based Financial Planning firm with nearly $311,057,049 assets under management, offering retirement planning & investment advisory services to 2723 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 138054 |
| SEC# | 801-113464 |
| Assets Managed by Firm | $311,057,049 |
| No. of Clients | 2723 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2723 | $311,057,049 |
| Individuals (other than high net worth individuals) | 1094 | $235,701,543 |
| High net worth individuals | 57 | $73,064,894 |
| Pension and profit sharing plans | 1 | $1,617,415 |
| Corporations or other businesses | 1 | $368,822 |
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|---|---|---|---|
| $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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