CENTURY INVESTMENTS
Firm details
- Headquarters
- PUEBLO, Colorado
- CRD number
- 305829
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1RONALD PHILLIPS
PresidentCRD 4286603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
MATHIES FINANCIAL PARTNERS
RIAPUEBLO, CO
MERCER GLOBAL ADVISORS INC.
RIADENVER, CO
HABERKORN FINANCIAL SERVICES, INC.
RIALOUISVILLE, CO
RYAN INVESTMENTS
RIABASALT, CO
CAMBRIDGE FINANCIAL ADVISORS, LLC
RIASALIDA, CO
PRIME FINANCIAL STRATEGIES, INC.
RIACOLORADO SPRINGS, CO