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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2010
- Office Locations
- 1
Office Locations
About Forza Investment Advisory, LLC
Forza Investment Advisory, LLC is an independent, fee-only New Jersey-registered RIA providing in-house portfolio management and wealth planning for high-net-worth individuals (>$750k), retirees, small business retirement plans and select institutions. Led by Bob Centrella, CFA, the firm builds fundamental, diversified equity portfolios of individual securities and custom asset-allocation strategies, and also supports other advisors with equity model portfolios and ongoing portfolio management. Custody via Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROBERT JOSEPH CENTRELLA
Chief Compliance Officer, Managing Member, President
- CRD
- #1288968
- Ownership
- 75% or more
ANN MARIE CENTRELLA
Equity Capital Markets Analyst, Secretary
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,493,642 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,493,642 | -- |
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Separately Managed Accounts
Total SMA Asset: $93,493,642
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,375,653,356 | 15.3% |
| Equity - Exchange | $1,042,979,015 | 11.6% |
| U.S. Government/Agency | $1,357,670,960 | 15.1% |
| Private Funds | $1,672,362,904 | 18.6% |
| Cash | $1,501,530,134 | 16.7% |
| Municipal Bonds | $2,041,002,039 | 22.7% |
| Total | $8,991,198,408 | 100.0% |