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CENTARA CAPITAL MANAGEMENT GROUP, INC.
CENTARA CAPITAL MANAGEMENT GROUP, INC.
SAN DIEGO, California
·
2 registered advisors
·
CRD# 114880
SEC# 801-63752
619-398-1700
01
Firm Overview
AUM
$8M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CENTARA CAPITAL MANAGEMENT GROUP, INC.
2 registered advisors
Mark Steven Dossa
SAN DIEGO, California
CFP
CRD# 3079503
Seth Howard Schwartz
SAN DIEGO, California
CRD# 2366063
05
Office Locations
SAN DIEGO, California
2 advisors
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Data sourced from SEC Form ADV filings. CENTARA CAPITAL MANAGEMENT GROUP, INC. (CRD# 114880) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.