Centorbi Financial Group

Centorbi Financial Group is an SEC-registered RIA offering wealth management, planning, and investment advisory services to individuals and institutions.

Centorbi Financial Group

Centorbi Financial Group, Inc. operates as an SEC-registered investment advisor. The firm provides a range of wealth management services, including portfolio management, financial planning, retirement planning, and estate planning. Its client base includes individuals, pension plans, and charitable organizations. The firm's investment approach focuses on asset allocation and diversification across equity, fixed income, and alternative asset classes. Centorbi Financial Group may utilize mutual funds, ETFs, and individual securities to construct client portfolios. The firm emphasizes risk management and long-term wealth preservation. No recent operational events or team expansion details are publicly available for Centorbi Financial Group. The firm maintains a low public profile, with limited disclosure of assets under management, investment strategies, or portfolio holdings. As an RIA, Centorbi Financial Group operates under a fiduciary duty to its clients, a structural differentiator from broker-dealers. The firm's compensation is typically fee-based on assets under management, aligning its interests with client portfolio growth.

linkedin.com/company/centorbi-financial-group

General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What services does Centorbi Financial Group offer?

Centorbi Financial Group provides financial planning, investment management, retirement planning, and estate planning services to high-net-worth individuals, families, pension plans, and charitable organizations (per SEC ADV filing, public record).

Is Centorbi Financial Group a fiduciary?

Yes, as an SEC-registered investment advisor, Centorbi Financial Group is held to a fiduciary standard, requiring it to act in clients' best interests when providing investment advice (per SEC ADV filing, public record).

How is Centorbi Financial Group compensated?

The firm typically charges fees based on a percentage of assets under management, a common structure for RIAs. It may also charge fixed fees for financial planning services (per SEC ADV filing, public record).

Does Centorbi Financial Group specialize in any particular investment strategy?

The firm's investment approach centers on asset allocation and diversification across a broad range of asset classes, including equities, fixed income, and alternatives. It does not publicly highlight a niche strategy (per public record).

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