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CERTUITY, LLC

Tel: 561-693-3255
1295 Us Highway One
Third Floor
North Palm Beach, Florida  33408

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CERTUITY, LLC

CERTUITY, LLC is a North Palm Beach, Florida based financial advisory firm with nearly $3,961,766,158 in assets under management and provides investment advisory services for 3286 clients. There are currently 41 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

129505

SEC#:

801-62580

No. of Clients:

3286

Assets under Management

$3,961,766,158

No. of Advisors:

41

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