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Building 2CENTRUS FINANCIAL STRATEGIES

Map pinORLANDO, FL
Phone1-800-779-4592
NotebookSEC #801-135155
Total AUM
$125.1M
Employees
9
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 S. ORANGE AVE NORTH TOWER
SUITE 1500
ORLANDO
FL 32801
United States
Operating Hours
8-5
Monday - Friday
Phone
1-800-779-4592
Other Offices
1

ReceiptFinancials

Total AUM
$125.1M
Accounts
190
Discretionary
$125.1M
Accounts
190
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
128
AUM
$29M
HNW Individual Clients
61
AUM
$80.5M
Banking Clients
1
AUM
$15.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNHNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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