Overview
Assets Under Management: $311 million
Headquarters: TRAVERSE CITY, MI
High-Net-Worth Clients: 57
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.49
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,723
Discretionary Accounts: 2,723
Regulatory Filings
CRD Number: 138054
Filing ID: 1999806
Last Filing Date: 2025-06-26 09:48:00
Website: https://cen-wealth.com