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CENTORBI FINANCIAL GROUP, INC.
CRD 292011
1001 BOARDWALK SPRINGS PLACE, SUITE 111, O'FALLON, MO, 63368, United States
Phone
636-634-9986
Fax
636-898-0956
Registration
— (—)
Source
State registered
Total AUM
$38.6M
Discretionary AUM
$36.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; SET UP FEES
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $14.2M |
| High net worth individuals | 16 | $24.4M |
All web addresses on file
Official SEC filing: View on IAPD