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Building 2CENTARA CAPITAL MANAGEMENT GROUP, INC.

Map pinSAN DIEGO, CA
Phone619-398-1700
NotebookSEC #801-63752
Total AUM
$7.9M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4747 EXECUTIVE DRIVE
SUITE 450
SAN DIEGO
CA 92121
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
619-398-1700

ReceiptFinancials

Total AUM
$7.9M
Accounts
8
Discretionary
$7.9M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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