|
⚲
|
| Centerfin Inc
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|
|
|---|---|
| CRD # | 306461 |
| SEC # | 801-118859 |
| CIK # | |
| AUM | $4.4 M (2025-08-26) |
| Employees | 5 (20% Investors, 20% Brokers) |
| Phone | 646-518-7913 |
| Address | 1441 Broadway New York, NY 10018 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 4.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 32 | 4.4 |
| By Discretionary | ||
| Discretionary | 32 | 4.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 32 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 32 | 4.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
St Louis Financial Planners Inc
✚
|
MO | 0.0 |
|
Revolut Wealth Inc
✚
|
NY | 0.0 |
|
W&S Advisory Services LLC
✚
|
OH | 0.0 |
|
QuantCore Capital Management LLC
✚
|
0.0 | |
|
UP Financial USA Inc
✚
|
0.0 | |
|
Integrated Financial Planning Services
✚
|
0.0 | |
|
Pensionbee Inc
✚
|
0.0 | |
|
Meta Investment Management Company LLC
✚
|
NY | 0.0 |
|
Blue Chip Finance LLC
✚
|
0.0 | |
|
KIN Stewards LLC
✚
|
0.0 |