A
CRD: 166057
American Centurion Financial LLC
NEW York, NY, 10020
5165217505
$65.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-21-2013
- Office Locations
- 1
Office Locations
ONE Rockefeller Plaza Floor 10 NEW York NY
About American Centurion Financial LLC
American Centurion Financial LLC is a NEW York-based RIA. The firm has been operating for 13 years. Managing $65.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$65.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
12.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Asset Classes
Pathway capital Eagle vector Horizon
Client Personas
Legacy pathway
Investment Themes
North meridian Pathway crest Catalyst
Investment Vehicles
Crest beacon
Services
Horizon Frontier vital Wave Ember Atlas Zenith matrix Glacier harbor
Owner & Executives
VALENTINA SOLOMITA
Founder and CEO
- CRD
- #2109879
- Ownership
- 75% or more
(456) 507-2275
catalyst.radial@valuecapital.com
in linkedin.com/in/north-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $65,000,000 | -- |
| Total | $65,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,000,000
Municipal Bonds:
52.4% Other:
29.7% Cash:
17.9% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,394,083,522 | 52.4% |
| Other | $790,158,027 | 29.7% |
| Cash | $476,223,188 | 17.9% |
| Total | $2,660,464,737 | 100.0% |