Centaurus Financial is an investment advisor in Anaheim with $4.56 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Centaurus Financial Inc
SEC CIK
IRS number
330530236
SEC advisor number
801-56882
FINRA CRD number
30833
AUM ?
$5.21 bn
(as of 28 Jul 23)
Accounts
30,814
(as of 28 Jul 23)
Employees
598
(444 investment advisory or research)
Address
Centaurus Financial
2300 E. KATELLA AVENUE
SUITE #200
ANAHEIM
CA 92806
2300 E. KATELLA AVENUE
SUITE #200
ANAHEIM
CA 92806
Phone
714-456-1790
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
17 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
5 Dec 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
1 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21