The Centurion Group, LLC is a pension cosultant based in Plymouth Meeting. It manages $365.49 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida, Louisiana, Maryland, and 4 other states.
The Centurion Group provides portfolio management for businesses and institutional clients and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The Centurion Group: assets under management
The assets under management (AUM) of The Centurion Group, LLC is $365.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $365.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $91.37 million each.
Investments
The firm invests in investment and business development companies the most. They account for 98% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 2% of the firm’s portfolio.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay The Centurion Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients The Centurion Group serves?
The firm provides services to pension and profit sharing plans and state or municipal government entities. The largest group of clients of The Centurion Group is pension and profit sharing plans with 165 clients and $365.49 million of assets under management. Among the 9 most similar advisory firms, The Centurion Group has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $365.49 million for 176 clients. None of the firm’s clients are foreign persons or businesses.
The Centurion Group doesn't advise any private funds.
Careers at The Centurion Group, LLC
The company employs 19 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Based in Plymouth Meeting
The principal office where The Centurion Group, LLC performs its advisory services is located at 610 W. Germantown Pike, Suite 350, Plymouth Meeting, PA 19462, which is also the mailing address of the firm. An additional office of the firm is in Pittsburgh, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-834-0401 or by fax 610-834-0419. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at centuriongroupllc.com.
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