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Centorbi Financial Group
CENTORBI FINANCIAL GROUP, INC. is an SEC-registered investment adviser in O'FALLON, MO. The firm manages $39 million in assets, $36 million on a discretionary...
Centorbi Financial Group
CENTORBI FINANCIAL GROUP, INC. is an SEC-registered investment adviser in O'FALLON, MO. The firm manages $39 million in assets, $36 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
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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