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Building 2CENTENNIAL SECURITIES COMPANY INC

Map pinGRAND RAPIDS, MI
Phone616-942-7680
NotebookSEC #801-106623
Total AUM
$1.3B
Employees
45
Clients
2,526

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3075 CHARLEVOIX DR SE
GRAND RAPIDS
MI 49546
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
616-942-7680
Other Offices
4

ReceiptFinancials

Total AUM
$1.3B
Accounts
3,962
Discretionary
$900.3M
Accounts
2,769
Non-Discretionary
$435M
Accounts
1,193

ContactClients

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Individual Clients
2,054
AUM
$702.2M
HNW Individual Clients
414
AUM
$566.3M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
12
AUM
$7.1M
Charitable Organization Clients
18
AUM
$17.6M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
22
AUM
$42M
Other Clients
1
AUM
$0
Description of Other Clients
N/A

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AZCACOFLGAILINKSMIMONCOHPASCTNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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