$9.2M Total AUM
$9.2M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-05-2024
- Office Locations
- 1
Office Locations
-- Greeley PA
About Center Stage Planning LLC
Center Stage Planning, LLC is a CFP-led planning firm focused on performers, creative artists, and other professionals. The firm provides comprehensive financial and investment planning, including retirement, tax, insurance, education, estate, and budgeting support, and builds portfolios using public funds and ETFs. Client accounts are custodied at Charles Schwab.
Team overview
-- AVG AGE
$9.2M AVG AUM / ADVISOR
$183.2K AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Custodian
Available
Investment Themes
Available
Services
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Technology
Available
Owner & Executives
Patrick Christopher Graver
Chief Compliance Officer, Owner
- CRD
- #7695446
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,160,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,160,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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