Centura Personal Financial Services, Inc. (Garden City)

Centura Personal Financial Services, Inc. is an adviser based in Garden City. It manages $18.78 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Centura Personal Financial Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Centura Personal Financial Services: assets under management

The assets under management (AUM) of Centura Personal Financial Services, Inc. is $18.78 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $189.74 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Centura Personal Financial Services, 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 Centura Personal Financial Services, Inc.

Arthur Marc Leitner has been acting as President since 1 Dec 1980. Brian Jacob Leitner joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Arthur Marc Leitner	President	1 Dec 1980	75% - 100%	306252
Sheila Elizabeth Leitner	Secretary	1 Mar 1981	Other	1476181
Brian Jacob Leitner	Vice president	1 Sep 2002	Other	2915755

Based in Garden City

The principal office where Centura Personal Financial Services, Inc. performs its advisory services is located at 300 Garden City Plaza, Garden City, NY 11530, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.