Centaurus Financial Inc
- Assets, Funds, Holdings
| Centaurus Financial Inc
|
| CRD # | 30833 |
| SEC # | 801-56882 |
| CIK # | 0001993498, 0000891943 |
| AUM |
|
| Employees |
580 (65% Investors, 100% Brokers)
|
| Phone | 714-456-1790 |
| Address | 2300 East Katella Ave
Anaheim, CA 92806 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
37,625
|
6.4 |
| (b) Individuals (high net worth individuals) |
330
|
0.9 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
94 |
0.1 |
| (n) Other |
0 |
0.0 |
| Total |
38,049 |
7.3 |
| By Discretionary |
| Discretionary |
10,749 |
2.4 |
| Non-Discretionary |
27,300 |
5.0 |
| Total |
38,049 |
7.3 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
7.3 |
| Total |
38,049 |
7.3 |
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