AMERICAN CENTURION FINANCIAL LLC

RIASEC Registered
Total AUM
$65M
Discretionary
$0
0% of AUM
Avg account
$1.6M
Accounts
41
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: State & Local Bonds 80%, Other 18%, Cash & Cash Equivalents 2%80%
  • State & Local Bonds80%
  • Other18%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • VALENTINA SOLOMITA

    OwnerCRD 2109879

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth