CENTURION COUNSEL INC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 110083
- Registered since
- June 8, 1984
- Website
- centurioncounsel.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Centurion Counsel Inc. is a small, SEC-registered corporate adviser that provides fee-based portfolio management to individuals and small businesses. The firm has been registered since 1984 and operates under a percentage-of-assets fee model. Its practice is focused on traditional wealth management rather than institutional consulting or pension work. The firm is not an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities55%
- Investment Grade Corp Bonds25%
- Public Funds/Mutual Funds16%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1MARY LIMOGES
President, CEO, & CCOCRD 734263
Contacts
2 of 2JACK HEILBRON
FounderCRD 851412
LARRY DUBOSE
PresidentCRD 1266761
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 4995 Murphy Canyon Rd
- Time zone
- PT (UTC-8)
- Office locations
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