|
⚲
|
| Centennial Securities Company Inc
✚
|
|
|---|---|
| CRD # | 7763 |
| SEC # | 801-106623 |
| CIK # | |
| AUM | $1.3 B (2026-04-30) |
| Employees | 45 (67% Investors, 67% Brokers) |
| Phone | 616-942-7680 |
| Address | 3075 Charlevoix Dr SE Grand Rapids, MI 49546 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,054 | 702.2 |
| (b) Individuals (high net worth individuals) | 414 | 566.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 7.1 |
| (h) Charitable organizations | 18 | 17.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 42.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,962 | 1,335.2 |
| By Discretionary | ||
| Discretionary | 2,769 | 900.3 |
| Non-Discretionary | 1,193 | 435.0 |
| Total | 3,962 | 1,335.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,335.2 | |
| United States Persons | 0.0 | |
| Total | 3,962 | 1,335.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Packerland Brokerage Services Inc
✚
|
WI | 1.4 |
|
Midwest Capital Advisors LLC
✚
|
MI | 1.4 |
|
Total Investment Management Inc
✚
|
AZ | 1.4 |
|
SCF Investment Advisors Inc
✚
|
CA | 1.3 |
|
Payne Capital Management LLC
✚
|
NY | 1.3 |
|
Evermay Wealth Management LLC
✚
|
VA | 1.3 |
|
Chatterton & Associates the Wealth Management Team Inc
✚
|
CA | 1.3 |
|
Live Oak Private Wealth LLC
✚
|
NC | 1.3 |
|
Wallington Asset Management LLC
✚
|
IN | 1.3 |
|
New England Professional Planning Group Inc
✚
|
RI | 1.3 |