Center for Asset Management, LLC
Firm details
- Headquarters
- Palm Beach Gardens, Florida
- CRD number
- 147981
- Registered since
- October 3, 2019
- Website
- cf-am.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI77.41%
- Individuals21.44%
- Pension & Profit Sharing Plans1.15%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Center for Asset Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm is owned by an individual and focuses on serving individual and family clients through financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its client billing mixes AUM-based fees with hourly charges. The firm reports industry relationships with a law firm and an insurance company and was named a Top RIA Firm by FA Magazine in 2020.
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
- Public Funds/Mutual Funds56%
- Exchange Traded Equities32%
- Cash & Cash Equivalents6%
- US Government Bonds4%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$175M in ETFs
66%
$116M
31%
$59.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $11.4M | 112,886 | 6.47% |
Location
Palm Beach Gardens, FL
Palm Beach
Location
Palm Beach Gardens, FL
Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 3399 Pga Blvd
- Time zone
- ET (UTC-5)
- Office locations
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