C
$14.2M Total AUM
$14.2M Disc. AUM
-- 3Y CAGR
2 Employees
64 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-14-2023
- Office Locations
- 2
Office Locations
300 Carnegie Center Suite 150 Princeton NJ
595 BAY Isles RD Suite 120-J Longboat KEY FL
About Century Business & Financial Services
Century Business & Financial Services is a Longboat KEY-based RIA with 2 offices. The firm has been operating for 2 years. Managing $14.2M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
68 AVG AGE
$7.1M AVG AUM / ADVISOR
$221.2K AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
THOMAS HERBERT JUDGE
Chief Compliance Officer, Managing Member
- CRD
- #2295362
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
J
JAMES ALEXANDER JUDGE
--
- CRD
- #5823770
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,157,670 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,157,670 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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