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ONCENTER FINANCIAL ADVISORS LLC
CRD 168013
400 PARK AVENUE, SUITE 409, BEACHWOOD, OH, 44122, United States
Phone
(216) 296-7373
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$54.6M
Discretionary AUM
$52.4M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $6.5M |
| High net worth individuals | 13 | $48.1M |
All web addresses on file
Official SEC filing: View on IAPD