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ONCENTER FINANCIAL ADVISORS LLC

CRD 168013

Visit website

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

TypeClientsAUM
Individuals15$6.5M
High net worth individuals13$48.1M

All web addresses on file

Official SEC filing: View on IAPD