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Centurion Advisory Group, Inc.

EST. AUM
$78,666,303

CONTACTS

CLIENT ACCOUNTS
337

Firm Details

Metro area Atlanta
CRD Number 140605
Website centurionag.com
Client types

Overview

Centurion Advisory Group, Inc. is an independent fee-only wealth-management and investment-advisory firm based in Suwanee, Georgia. The firm serves successful individuals, families, and business owners through investment management, financial planning, retirement planning, estate and legacy planning, charitable planning, and tax-aware strategies. It also provides retirement plan design and management for businesses and acts in a fiduciary capacity. Its planning process considers client risk preferences, tax circumstances, charitable objectives, time horizons, and broader financial goals. Retirement-plan investment capabilities include model portfolios, index mutual funds, ETFs, and target-date funds.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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