A complete list of active advisors currently associated with Centennial Management
Warmer can help you find a great advisor at Centennial Management or one who fits your needs even better.
Centennial Management is an independent registered investment adviser that provides discretionary asset management and related investment advice to individual clients, including high-net-worth individuals. The firm reports managing approximately $10.31 million for 19 client accounts as of December 31, 2024 and focuses on ongoing portfolio management and monitoring. Portfolios are tailored to client objectives and may include individual stocks and bonds, exchange-traded funds, mutual funds, options, and other public and private investments, with regular monitoring and rebalancing. The firm uses a mix of fundamental and technical methods — explicitly including charting and cyclical analysis — and accommodates reasonable client-imposed restrictions where practicable. Noteworthy aspects include the firm’s exclusive emphasis on discretionary management (the firm reports $10.31M discretionary and $0 non-discretionary) and its stated practice of holding client cash in conservative instruments such as money market funds, CDs, and high-grade commercial paper. The brochure also discloses a custodial recommendation to a major custodian and receipt of related institutional services that the firm recognizes could create a potential conflict of interest.
To learn more about the advisors currently working at Centennial Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 11
|
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