← Back to searchVisit website
CENTERED FINANCIAL
CENTERED FINANCIAL LLC
CRD 304535
701 PALOMAR AIRPORT ROAD, SUITE 300, CARLSBAD, CA, 92011, United States
Phone
(760) 931-4729
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$75.0M
Discretionary AUM
$75.0M
Team
2 total employees; 2 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $44.6M |
| High net worth individuals | 16 | $27.8M |
| Corporations/business entities | 4 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD