CRD: 7763
Centennial Securities Company, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · RBC
- Clients
- Retail and Institutional
- Platforms
- Signal capitalPioneer pioneer
- Established Date
- 04-17-1985
- Office Locations
- 6
Office Locations
About Centennial Securities Company, Inc.
Centennial Securities Company, Inc. is an independent advisory firm providing objective financial planning and investment management for individuals and business owners, with client education and guidance at the core. Portfolios are aligned to risk tolerance using Nitrogen (Riskalyze). Investment solutions span asset allocation using ETFs and mutual funds, with access to fixed income and alternative vehicles, delivered on platforms such as Envestnet and supported by custodians including Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RYAN ANDREW DIEPSTRA
Financial Advisor, Owner, Senior Financial Advisor
- CRD
- #4684402
- Ownership
- 10% but less than 25%
RANDALL LEE HANSEN
Financial Advisor, Owner, President
- CRD
- #1104122
- Ownership
- 10% but less than 25%
Vector horizon
Catalyst signal
- CRD
- #10819
- Ownership
- 9.5%
Showing 2 of 14 owners & executives
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AZITA AMINIAN
--
- CRD
- #1121071
PAUL HERMAN BERGHOFF JR
President
- CRD
- #2785996
Harbor matrix
Catalyst element ember
- CRD
- #49746
Showing 2 of 42 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $900,259,980 | $325,121 |
| Non-Discretionary | $434,957,632 | $364,591 |
| Total | $1,335,217,612 | $337,006 |
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Separately Managed Accounts
Total SMA Asset: $1,335,217,612
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $68,387,880 | 17.9% |
| Public Funds | $40,497,851 | 10.6% |
| Equity - Exchange | $67,241,714 | 17.6% |
| Cash | $63,421,162 | 16.6% |
| Corporate - Investment Grade | $36,677,299 | 9.6% |
| Municipal Bonds | $30,182,360 | 7.9% |
| Corporate - Non-Investment Grade | $48,521,010 | 12.7% |
| U.S. Government/Agency | $27,125,918 | 7.1% |
| Total | $382,055,194 | 100.0% |