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| Happy Holidays!! thanks for using AUM13F!! |
| Centennial Securities Company Inc
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| CRD # | 7763 |
| SEC # | 801-106623 |
| CIK # | |
| AUM | $1.2 B (2025-03-31) |
| Employees | 40 (75% Investors, 75% Brokers) |
| Phone | 616-942-7680 |
| Address | 3075 Charlevoix Dr SE Grand Rapids, MI 49546 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,019 | 610.3 |
| (b) Individuals (high net worth individuals) | 633 | 489.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.8 |
| (h) Charitable organizations | 19 | 16.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 35.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,654 | 1,152.4 |
| By Discretionary | ||
| Discretionary | 1,439 | 621.6 |
| Non-Discretionary | 1,215 | 530.8 |
| Total | 2,654 | 1,152.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,152.4 | |
| United States Persons | 0.0 | |
| Total | 2,654 | 1,152.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Great Waters Wealth Management
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|
MN | 1.2 |
|
Evermay Wealth Management LLC
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|
VA | 1.2 |
|
Chatterton & Associates the Wealth Management Team Inc
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|
CA | 1.2 |
|
Paul Winkler Inc
✚
|
TN | 1.2 |
|
New England Professional Planning Group Inc
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|
RI | 1.2 |
|
Wallington Asset Management LLC
✚
|
IN | 1.2 |
|
Beacon Retirement Planning Services Inc
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|
TX | 1.1 |
|
Allied Investment Advisors LLC
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|
MT | 1.1 |
|
Midwest Capital Advisors LLC
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|
MI | 1.1 |
|
Armstrong Fleming & Moore Inc
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|
DC | 1.1 |