THE ADVISORY GROUP OF MICHIGAN, INC.
Legal name: CENTENNIAL PLANNING
CRD #140827 SEC #801-66984 BAY CITY, MI 989-686-4240
SEC Registered
Total AUM
$39.4M
Discretionary
$39M
Employees
1
Clients
11
Accounts
802
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 16, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEISER, EDWARD, ARMOND | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BEISER, EDWARD, ARMOND | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BEISER, EDWARD, ARMOND | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BEISER, EDWARD, ARMOND | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BEISER, TERESA, A | I | OWNER | E | Control |
| BEISER, TERESA, A | I | OWNER | E | Control |
| BEISER, TERESA, A | I | OWNER | E | Control |
| BEISER, TERESA, A | I | OWNER | E | Control |
Registrations
Federal
IA
Feb 16, 2012 REGISTERED
Notice Filings (1)
MI
Address
2500 MIDLAND ROADBAY CITY, MI 48706
United States
Phone: 989-686-4240