← Back to searchVisit website
CENTER FOR ASSET MANAGEMENT, LLC
CRD 147981 · SEC 801-117438
3399 PGA BOULEVARD, STE 320, PALM BEACH GARDENS, FL, 33410, United States
Phone
561-625-0900
Fax
561-625-0940
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$257.1M
Discretionary AUM
$257.1M
Team
6 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $55.1M |
| High net worth individuals | 84 | $199.0M |
States served
NY, NC, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD