CRD: 125276
Money Advisors, Inc. DBA Century Investment Planning
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-11-1996
- Office Locations
- 1
Office Locations
About Money Advisors, Inc. DBA Century Investment Planning
Century Investment Planning (Money Advisors, Inc.) provides lifetime investment planning and wealth management, combining financial analysis, bespoke portfolio management, and coordinated estate planning for clients and their families, including business owners. Its managed accounts are ETF-centric, with additional use of U.S. government/agency bonds and cash, and custody through Charles Schwab.
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Owner & Executives
JOHN PRESTON GILLION JR.
President
- CRD
- #2662514
- Ownership
- 75% or more
Eleonora P. Gillion
Corporate Secretary, VICE PRESIDENT
- CRD
- #6913481
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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BRENDA FOSTER CARROLL
Owner
- CRD
- #5478930
SARAH MASOOD
--
- CRD
- #5478908
Showing 2 of 5 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,699,549 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,699,549 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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