AMERICAN CENTURION FINANCIAL LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 166057
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
American Centurion Financial LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm primarily serves individual and family clients, providing a range of financial services that include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. American Centurion Financial is also a registered representative of a broker-dealer and an insurance broker, which allows it to offer a comprehensive suite of financial solutions. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds80%
- Other18%
- Cash & Cash Equivalents2%
Contacts
1 of 1VALENTINA SOLOMITA
OwnerCRD 2109879
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 1 Rockefeller Plz
- Time zone
- ET (UTC-5)
- Office locations
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