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- Custodian
- Assetmark · Interactive Brokers · Stifel
- Clients
- Retail
- Platforms
- MatrixVector
- Established Date
- 03-13-2015
- Office Locations
- 1
Office Locations
About Acentrus Financial Partners LLC
Acentrus Financial Partners LLC is an Oregon-registered RIA providing independent, non-commission investment advice for individuals and families, with a focus on retirement transitions such as 401(k) rollovers and IRA/403(b) accounts, plus taxable, joint, and trust accounts. Portfolios use stocks, ETFs, bonds, mutual funds, and options, backed by quantitative analysis and an approach designed to adapt to market conditions and keep transaction costs low.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL JOHN REMMERDE
Manager, President
- CRD
- #6447459
- Ownership
- 75% or more
WARREN DEAN VANOTTERLOO
Manager
- CRD
- #3277463
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,531,809 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,531,809 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,531,809
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,594,060,837 | 28.0% |
| Public Funds | $1,616,833,135 | 28.4% |
| Cash | $2,482,180,447 | 43.6% |
| Total | $5,693,074,419 | 100.0% |