CITY CENTER ADVISORS, LLC
Firm details
- Headquarters
- TROY, Michigan
- CRD number
- 203513
- Registered since
- February 4, 2022
- Website
- www.citycenterfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals63.36%
- HNWI36.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
City Center Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and placed on the SEC register in 2022. The firm is owner-operated and identifies as a capital allocator, using outside managers alongside in-house portfolio work. Its client mix includes individual and family clients as well as institutional relationships. Fee arrangements include percentage-of-AUM billing plus hourly and other fee options. Core service offerings are financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars and workshops. The firm is not marketed as an active ESG investor and lists an insurance company as an industry affiliation.
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
- Public Funds/Mutual Funds53%
- Exchange Traded Equities32%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
Contacts
3 of 7Christopher Brent
Financial AdvisorCRD 6993609
Samuel Addington
Investment Advisor RepresentativeCRD 7847718
DAVID HARDIN
Co-Founder and Senior PartnerCRD 6633030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$121M in ETFs
81%
$98.4M
18%
$22.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $7.3M | 74,535 | 6.04% |
Location
TROY, MI
OAKLAND
Location
TROY, MI
Headquartered in TROY, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 888 W Big Beaver Rd
- Time zone
- ET (UTC-5)
- Office locations
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