Centurion Wealth Management

EST. AUM
$786,188,183

CONTACTS
6

CLIENT ACCOUNTS
1,504

Firm Details

Metro area Washington, DC
CRD Number 317929
Website centurionwealth.com
Client types

Overview

Centurion is a true independent financial planning firm built on a foundation of sound ethics, mutual respect, and deep integrity. The firm is free from conflicts of interest and is not beholden to any organization, investment company, or products. This enables Centurion to guide clients toward their financial goals in an unhindered fashion. Their consistent, long-term approach to wealth management and quality portfolio construction means they are not chasing returns and are not swayed by temporary headlines. Instead, they focus on the fundamentals of investing and financial planning. Centurion’s financial advisors are only interested in helping clients achieve their financial goals through holistic planning and helping clients’ assets grow in a manner consistent with their unique objectives.

Platform Details

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Investment Preferences

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Alternative Activity

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Address

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

Centurion Wealth Management

Platform Details

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