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Building 2CENTURION COUNSEL INC

Map pinSAN DIEGO, CA
Phone(619) 391-2383
NotebookSEC #801-21350
Total AUM
$44.4M
Employees
2
Clients
192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4995 MURPHY CANYON ROAD
SUITE 300
SAN DIEGO
CA 92123
United States
Operating Hours
7-4
Monday - Friday
Phone
(619) 391-2383

ReceiptFinancials

Total AUM
$44.4M
Accounts
192
Discretionary
$44.4M
Accounts
192
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
132
AUM
$14.5M
HNW Individual Clients
60
AUM
$29.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CAPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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