Centara Capital Management Group, Inc. is an adviser based in San Diego. It manages $7.85 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.
Centara Capital Management Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Centara Capital Management Group, Inc. is $7.85 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% 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 Centara Capital Management Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.
Centara Capital Management Group, Inc. is owned by Eduardo Luis Lombardi. Seth Howard Schwartz joined the executive team most recently as the Chief Compliance Officer.
The principal office where Centara Capital Management Group, Inc. performs its advisory services is located at 4747 Executive Drive, San Diego, CA 92121, 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 619-398-1700 or by fax 619-398-1717. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.centaracapital.com.