Century Securities Associates, Inc. is a large advisory firm based in St Louis. It manages $731.6 million of regulatory assets for 2,803 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Century Securities Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. 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 assets under management (AUM) of Century Securities Associates, Inc. is $731.6 million. The firm's AUM has grown by 2523% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Century Securities Associates, Inc. for their services and products based on a percentage of assets under management, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of James Mark Zemlyak is high net worth individuals with 606 clients and $469.62 million of assets under management. Among the 8 most similar advisory firms, Century Securities Associates has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $731.6 million for 2,087 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Century Securities Associates doesn't advise any private funds.
The company employs 145 people that are either part- or full-time employees. 59 percent of the employees work as investment advisers or researchers. 86 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
James Mark Zemlyak has been acting as President since 1 Apr 2000. Adam Scott Melinger joined the executive team most recently as the Rosfp.
The principal office where Century Securities Associates, Inc. performs its advisory services is located at 501 N Broadway, St Louis, MO 63102, which is also the mailing address of the firm. An additional office of the firm is in Cape Coral, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-342-4051 or by fax 314-342-2004. The normal business hours are 8:00-4:30 on Monday - Friday. You can find more information about the New York firm at centurysecurities.com.