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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-21-2013
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 45 clients, or 45 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on December 26, 2023. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
VALENTINA SOLOMITA
Founder and CEO
- CRD
- #2109879
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
American Centurion Financial LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.