Centermark Advisory Services, Inc (Cornelius)

Name: Centermark Advisory Services, Inc
Address: 21320 Baltic Drive, Cornelius, NC, 28031
Telephone: 704-756-7160

Centermark Advisory Services, Inc is a large advisory firm based in Cornelius. It manages $50 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, North Carolina, and South Carolina.

Centermark Advisory Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Centermark Advisory Services: assets under management

The assets under management (AUM) of Centermark Advisory Services, Inc is $50 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35 million in discretionary accounts and $15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $700 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $300 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Centermark Advisory Services, Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. 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 Centermark Advisory Services, Inc

Allen Myles Darby has been acting as President since 1 Jul 2001. Donna Moffett joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Allen Myles Darby	President	1 Jul 2001	50% - 75%	2597190
Kenneth Duncan Monroe	Vice president	1 Jul 2001	25% - 50%	4162619
Donna Moffett	Shareholder	1 Jul 2003	25% - 50%	4799660

Based in Cornelius

The principal office where Centermark Advisory Services, Inc performs its advisory services is located at 21320 Baltic Drive, Cornelius, NC 28031, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-756-7160 or by fax 704-892-6134. The normal business hours are 8:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at www.thecentermark.com.