CENTENNIAL SECURITIES COMPANY INC

Broker-DealerFINRA MemberEst. 2015

Total AUM

$1.3B

Discretionary

$900M

67% of AUM

Accounts

3,962

Employees

Advisory reps

Brokerage reps

Firm details

Headquarters: GRAND RAPIDS, Michigan
CRD number: 7763
Registered since: September 17, 2015
Website: www.centennialsec.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals52.59%
HNWI42.41%
Corporations / Businesses3.15%
Charitable Organizations1.32%
Pension & Profit Sharing Plans0.53%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Centennial Securities Company Inc. operates as an independent broker‑dealer and insurance broker that also serves as a capital allocator. The firm has been SEC‑registered since 2015 and is owned by an individual. Its client mix includes both individuals and families as well as institutional clients. Compensation arrangements are flexible: percentage‑of‑AUM fees are available alongside hourly and fixed‑fee engagements. Advisory services span financial planning, portfolio management for individuals, small businesses and institutional clients, selection of external advisers, pension consulting services, and education and publishing activities such as newsletters and seminars. Centennial is registered to advise across multiple states and does not identify as an active ESG investor.