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Building 2CENTRUST WEALTH MANAGEMENT, INC.

Map pinAKRON, OH
Phone(330) 873-1100
NotebookSEC #801-64143
Total AUM
$61.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3200 W. MARKET STREET
SUITE 105
AKRON
OH 44333
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(330) 873-1100

ReceiptFinancials

Total AUM
$61.5M
Accounts
220
Discretionary
$41.5M
Accounts
185
Non-Discretionary
$20M
Accounts
35

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
12B-1 MUTUAL FUND TRAILERS

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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

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