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
- Individuals62.24%
- HNWI37.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
City Center Advisors, LLC is an independent RIA and capital allocator that registered with the SEC in 2022. The firm serves a mix of individuals, families and institutional clients and bills fees primarily as a percentage of assets under management while also offering hourly and other fee arrangements. Its advisory services, as reported on its filings, include financial planning, portfolio management for individuals and small businesses, pension consulting services, selecting third‑party advisers, and educational seminars and workshops. The firm lists an insurance company among its industry affiliations.
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
David Hardin
Co-Founder and Senior PartnerCRD 6633030
Frank Endris
President and PartnerCRD 2944732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 117Active vs passive
$138M in ETFs
81%
$112M
18%
$26.1M
| 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 | $9.1M | 74,188 | 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
- 140 W Maple Rd
- Time zone
- ET (UTC-5)
- Office locations
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