Overview
Assets Under Management: $193 million
Headquarters: PALM BEACH GARDENS, FL
High-Net-Worth Clients: 72
Average Client Assets: $2 million
Frequently Asked Questions
CENTER FOR ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147981), CENTER FOR ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CENTER FOR ASSET MANAGEMENT, LLC is headquartered in PALM BEACH GARDENS, FL.
CENTER FOR ASSET MANAGEMENT, LLC serves 72 high-net-worth clients according to their SEC filing dated February 26, 2024. View client details ↓
According to their SEC Form ADV, CENTER FOR ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
CENTER FOR ASSET MANAGEMENT, LLC manages $193 million in client assets according to their SEC filing dated February 26, 2024.
According to their SEC Form ADV, CENTER FOR ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.10
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 899
Discretionary Accounts: 899
Regulatory Filings
CRD Number: 147981
Last Filing Date: 2024-02-26 00:00:00
Website: https://cf-am.com