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CENTENNIAL WEALTH ADVISORY, LLC

Tel: 231-995-9575
701 Third Street
Traverse City, Michigan  49684

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CENTENNIAL WEALTH ADVISORY, LLC

CENTENNIAL WEALTH ADVISORY, LLC is a Traverse City, Michigan based financial advisory firm with nearly $311,057,049 in assets under management and provides investment advisory services for 2723 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

138054

SEC#:

801-113464

No. of Clients:

2723

Assets under Management

$311,057,049

No. of Advisors:

13

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