Center Stage Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 330460
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals84.06%
- HNWI15.94%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Center Stage Planning LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee arrangements include both a percentage-of-assets model and fixed fees. The firm is not identified as a capital allocator, does not position itself as an ESG investor, and is not noted as a multi-state or pension consultant adviser in the source data. The record does not specify the year of SEC registration.
Assets & Accounts
Investments & Alternatives
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 Funds69%
- Exchange Traded Equities17%
- Cash & Cash Equivalents14%
Contacts
1 of 1
Patrick Graver
ParaplannerCRD 7695446
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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