Century Funds Management Inc
Firm details
- Headquarters
- ,
- CRD number
- 107231
- Custodians
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.81%
- Individuals41.63%
- Corporations / Businesses1.56%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Century Funds Management Inc. is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The firm favors liquid equity exposure, using exchange-traded instruments as the primary allocation tool, and complements those positions with mutual fund strategies and targeted real estate allocations through third‑party managers. A majority of client assets are managed on a discretionary basis, indicating an active day‑to‑day role in portfolio construction and rebalancing. Century Funds Management Inc. does not position itself as an ESG-driven adviser and operates as a single‑state, privately owned advisory business.
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 Equities82%
- Investment Grade Corp Bonds12%
- US Government Bonds4%
- Cash & Cash Equivalents2%
Contacts
2 of 2Francis Cowan
PresidentCRD 4414616
David Hunter
PresidentCRD 2363673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Serene Financial Solutions
RIAGaithersburg, MD
Triaxiom Capital, LLC
RIASan Francisco, CA
Red Meadow Advisors, LLC
RIACovexic LLC
RIAGreat Ocean Road Financial
RIAAgewise Financial Inc.
RIAPalm Desert, CA