Troy, MI West Maple Road Office
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City Center Advisors, LLC
Team
Firm-wide stats for City Center Advisors, LLC
About
The firm provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals — including high-net-worth clients — and to businesses and qualified retirement plans. It also offers a unified managed account program that can incorporate model portfolios, third‑party managers, and sub‑advisors as part of ongoing portfolio oversight.
Investment decisions are guided by Modern Portfolio Theory and typically implemented on a discretionary basis, with the firm retaining authority to hire and replace sub‑advisors or overlay managers. Portfolios may include active strategies such as options and other derivative instruments in separately managed accounts, and the firm discloses the additional risks and monitoring associated with those instruments.
Compared with many peers, the firm regularly holds public educational seminars and workshops at no charge and provides ERISA 3(38) fiduciary services for retirement plans, which expands its workplace‑plan offerings. The owners and several principals also operate an affiliated insurance agency and devote substantial time to insurance activities; the brochure discloses those relationships and the firm’s procedures to address the resulting conflicts of interest.
Based on City Center Advisors, LLC
Location
140 West Maple Road
Troy MI 48084
Advisors at this office
2
Advisors at this office
Justin P
Series 66
Troy, MI
City Center Advisors, LLC
Justin Pontz is a financial advisor with City Center Advisors, LLC in Troy, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Hantz Financial Services, Inc. and Southwest Foodservice Excellence, LLC, as well as a lengthy career at WDIV. Pontz is also active as an insurance agent with City Center Financial, LLC. City Center Advisors provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals, including high-net-worth clients, as well as businesses and qualified retirement plans. The firm follows Modern Portfolio Theory in its investment approach and offers a unified managed account program that incorporates model portfolios and third-party managers.
David H
Series 65
Troy, MI
City Center Advisors, LLC
David Hardin II is a Series 65-registered advisor with City Center Advisors, LLC, where he has worked since 2018. He has 10 years of industry experience, including prior roles at CoreCap Advisors, Inc. and City Center Financial LLC. Outside of his advisory work, he is a member of Einsteinian AI LLC, a non-investment-related venture. City Center Advisors provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals—including high-net-worth clients—as well as businesses and qualified retirement plans. The firm uses Modern Portfolio Theory in its investment approach and offers a unified managed account program that includes model portfolios and third-party managers.
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