CENTURY INVESTMENTS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
PUEBLO, Colorado
CRD number
305829
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Century Investments is a small, privately owned corporate adviser run by an individual owner. The firm combines insurance brokerage with advisory work, offering financial planning and portfolio management aimed at individuals and small businesses. Its fees are charged as a percentage of assets under management and via hourly billing. Century Investments is not set up as a multi-state adviser, does not identify as an active ESG investor, does not act as a capital allocator to external managers, and does not market pension consulting or related-adviser services.

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • RONALD PHILLIPS

    PresidentCRD 4286603

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

PUEBLO, CO

PUEBLO

Location

PUEBLO, CO

Headquartered in PUEBLO, CO, anchoring the Pueblo-Ca_on City, CO metro in the West.

Metro area
Pueblo-Ca_on City, CO
Region
West
County
PUEBLO
Address
2099 W US Highway 50
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth