21 St Century Advisors Inc (Delray Beach)

21 St Century Advisors Inc is a large advisory firm based in Delray Beach. It manages $54.19 million of regulatory assets for 883 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

21 St Century Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing 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.

21 St Century Advisors: assets under management

The assets under management (AUM) of 21 St Century Advisors Inc is $54.19 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $54.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $61.37 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay 21 St Century Advisors Inc for their services and products based on a percentage of assets under management. 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 21 St Century Advisors Inc

Kenneth William Brown has been acting as President since 1 Dec 1991. Jerry Anthony Desiderio joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth William Brown	President	1 Dec 1991	75% - 100%	4350692
Patrick James Castelli	Ceo/cco	1 Apr 2004	Other	1711822
Jerry Anthony Desiderio	Chief compliance officer	1 Oct 2004	Other	2799614
Wendy Elizabeth Werner Brown	Secretary/treasurer	1 Oct 2004	25% - 50%	856584

Based in Delray Beach

The principal office where 21 St Century Advisors Inc performs its advisory services is located at 401 West Linton Blvd.Suite 202, Delray Beach, FL 33444, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.