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 registered investment adviser formed as an LLC and registered with the SEC in 2022. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars/workshops. Fee arrangements are a mix of asset-based fees, hourly charges and other fee structures. The firm is not an active ESG investor and lists an industry affiliation with an insurance company.
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 7
Christopher 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 115Active vs passive
$133M in ETFs
82%
$109M
17%
$23.6M
| 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 | $8.8M | 73,681 | 6.60% |
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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