Acentrus Financial Partners LLC
RIAState Registered
Total AUM
$12.5M
Discretionary
$12.5M
100% of AUM
Avg account
$209K
Accounts
60
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 174473
- Website
- www.acentrus.com
- Custodians
- INTERACTIVE BROKERS LLC, MG TRUST COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Acentrus Financial Partners LLC is an independent, owner-operated wealth advisory firm organized as a limited liability partnership that provides discretionary portfolio management for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and describes its client base as individual and family accounts. It does not act as a capital allocator to external private managers and does not position itself as an ESG-focused manager. State registration is noted in Oregon and Washington.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents12%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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