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Building 2CENTER FOR ASSET MANAGEMENT, LLC

Map pinPALM BEACH GARDENS, FL
Phone561-625-0900
NotebookSEC #801-117438
Total AUM
$257.1M
Employees
6
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3399 PGA BOULEVARD, STE 320
PALM BEACH GARDENS
FL 33410
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
561-625-0900

ReceiptFinancials

Total AUM
$257.1M
Accounts
939
Discretionary
$257.1M
Accounts
939
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
200
AUM
$55.1M
HNW Individual Clients
84
AUM
$199M
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CTFLNCNYTX

HandshakeAffiliates

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

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