A complete list of active advisors currently associated with City Center Advisors, LLC
Warmer can help you find a great advisor at City Center Advisors, LLC or one who fits your needs even better.
City Center Advisors, LLC is a fee‑based registered investment adviser that provides discretionary asset management, limited‑scope financial planning, and ERISA retirement‑plan services to individuals, high‑net‑worth clients, and businesses. The firm reports managing approximately $160.2 million for about 413 clients and offers a unified managed‑account program with access to sub‑advisors. The firm’s investment approach is informed by Modern Portfolio Theory and tailored to client objectives, time horizons, and risk tolerance, with routine monitoring, rebalancing, and tax‑aware reviews. City Center may engage third‑party managers and overlay managers with discretionary authority and employs trading strategies that can include options, derivatives, and margin in managed accounts—practices the brochure identifies as higher risk and relatively uncommon among similar team firms. Noteworthy aspects disclosed in the brochure include a program of free educational seminars and workshops for the public and clients, and the ability to act as a 3(38) fiduciary investment manager for qualified retirement plans. The firm’s principals also operate an affiliated insurance agency and sell insurance products for commission, a material relationship the firm discloses and says it mitigates through procedures and its fiduciary obligations.
To learn more about the advisors currently working at City Center Advisors, LLC, 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 |
|---|---|---|
Colorado Springs, CO
| 2
| |
Troy, MI
| 7
| |
Troy, MI
| 6
| |
Colorado Springs, CO
| 11
| |
Dubois, PA
| 5
| |
Troy, MI
| 10
| |
Troy, MI
| 2
|
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