Overview
Assets Under Management: $270 million
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 39
Average Client Assets: $6.1 million
Frequently Asked Questions
CENTURY WEALTH 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 #113769), CENTURY WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CENTURY WEALTH MANAGEMENT, LLC is headquartered in MEMPHIS, TN.
CENTURY WEALTH MANAGEMENT, LLC serves 39 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, CENTURY WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CENTURY WEALTH MANAGEMENT, LLC manages $270 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, CENTURY WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.70%
Average Client Assets: $6.1 million
Total Client Accounts: 278
Discretionary Accounts: 228
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 113769
Filing ID: 1198460
Last Filing Date: 2018-03-29 12:31:00