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Building 2CENTENNIAL WEALTH ADVISORY, LLC

Map pinTRAVERSE CITY, MI
Phone231-995-9575
NotebookSEC #801-113464
Total AUM
$397.1M
Employees
14
Clients
1,354

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 THIRD STREET
TRAVERSE CITY
MI 49684
United States
Operating Hours
8AM - 5PM (ET)
Monday - Friday
Phone
231-995-9575
Other Offices
4

ReceiptFinancials

Total AUM
$397.1M
Accounts
3,164
Discretionary
$397.1M
Accounts
3,164
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,279
AUM
$291.5M
HNW Individual Clients
74
AUM
$105.4M
Government Entity Clients
1
AUM
$99.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLAMIOHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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