Centurion Financial Strategies LLC
Firm details
- Headquarters
- Bloomington, Minnesota
- CRD number
- 316454
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI78.22%
- Individuals19.46%
- Pension & Profit Sharing Plans2.03%
- Other0.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Centurion Financial Strategies LLC is organized as an LLC and operates as an independent registered investment adviser serving individuals, families and some institutional clients. The firm provides financial planning and portfolio management services, with a particular focus on individual and small-business accounts. Ownership is held by a combination of a domestic entity and an individual. Fee arrangements include a percentage-of-assets-under-management component and hourly billing for certain services. Centurion reports affiliations with an insurance company and a real estate broker. It does not identify as an active ESG investor and is not positioned as a capital allocator such as a multi-manager or fund sponsor.
Assets & Accounts
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 Funds86%
- Cash & Cash Equivalents11%
- Exchange Traded Equities3%
Owners & executives
1 of 1
David Denniston
Managing Partner and Chief Investment OfficerCRD 4697676
Contacts
1 of 1
Nicholas Hentges
Executive Assistant, ParaplannerCRD 8337736
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomington, MN
Hennepin
Location
Bloomington, MN
Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 3600 American Blvd W
- Time zone
- CT (UTC-6)
- Office locations
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