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Ctr Financial Group LLC (Summit)


Ctr Financial Group LLC is an adviser based in Summit. It manages $76 million of regulatory assets for 66 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New Jersey.




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

Ctr Financial Group: assets under management

The assets under management (AUM) of Ctr Financial Group LLC is $76 million. The firm's AUM has grown by 176% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38 million in discretionary accounts and $38 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $716.98 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.92 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ctr Financial Group LLC 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.

Based in Summit

The principal office where Ctr Financial Group LLC performs its advisory services is located at 25 Deforest Ave, Summit, NJ 07901, 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 908-277-2350 or by fax 908-277-2351. The normal business hours are 9 to 5 on Monday - Friday.


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