Centennial Investment Planning Inc (Lansing)

Name: Centennial Investment Planning Inc
Address: 511 S. Washington, Lansing, MI, 48933
Telephone: 517-485-9350

Centennial Investment Planning Inc is a large advisory firm based in Lansing. It manages $163.46 million of regulatory assets for 950 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Louisiana, Michigan, and Texas.

Centennial Investment Planning provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Centennial Investment Planning: assets under management

The assets under management (AUM) of Centennial Investment Planning Inc is $163.46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 245% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $163.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $172.06 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Centennial Investment Planning Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Centennial Investment Planning Inc

Salvatore Joeseph Durso has been acting as President since 1 Jul 1995. Kurt Allen Creamer joined the executive team most recently as the Cfa Vp Inv..

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Allen Creamer	Ceo	1 Oct 1983	25% - 50%	1064778
Salvatore Joeseph Durso	President	1 Jul 1995	25% - 50%	1026014
Kurt Allen Creamer	Cfa - vp inv.	1 Jul 1995	25% - 50%	4372207

Based in Lansing

The principal office where Centennial Investment Planning Inc performs its advisory services is located at 511 S. Washington, Lansing, MI 48933, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 517-485-9350 or by fax 517-485-0009. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.centennialgroup.com.