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 operating primarily with individual and family clients. The firm delivers financial planning, portfolio management for individuals and small businesses, and educational workshops. Its compensation arrangements include a percentage-of-assets-under-management fee and hourly charges. Center For Asset Management reports no active ESG investing program and does not position itself as a multi-state or pension consultant adviser. The firm was registered with the SEC in 2019 and received recognition from FA Magazine in 2020 as a top RIA firm.
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%
Contacts
2 of 2
Peter Blatt
PresidentCRD 4325660
Darren Hardersen
Investment Advisor RepresentativeCRD 2132326
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$178M in ETFs
76%
$135M
22%
$42.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $15.2M | 22,196 | 8.58% |
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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