CENTER FOR ASSET MANAGEMENT, LLC
CRD #147981 SEC #801-117438 PALM BEACH GARDENS, FL 561-625-0900
SEC Registered Disclosures
Total AUM
$229.1M
Discretionary
$229.1M
Employees
6
Clients
10
Accounts
1,315
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $229.1M | $229.1M | $0 | 6 | 0 |
| Mar 2025 | $229.1M | $229.1M | $0 | 6 | 0 |
| Feb 2024 | $193.3M | $193.3M | $0 | 7 | 0 |
| Mar 2023 | $174.4M | $174.4M | $0 | 6 | 0 |
| Mar 2023 | $174.4M | $174.4M | $0 | 6 | 0 |
| Mar 2022 | $189.3M | $187.7M | $1.6M | 5 | 0 |
| Mar 2021 | $151.7M | $151.7M | $0 | 5 | 0 |
| May 2020 | $131.9M | $131.9M | $0 | 5 | 0 |
| Feb 2020 | $131.9M | $131.9M | $0 | 5 | 0 |
| Oct 2019 | $111.8M | $111.8M | $0 | 5 | 0 |
| Sep 2019 | $111.8M | $21.3M | $90.5M | 5 | 0 |
| Sep 2019 | $111.8M | $21.3M | $90.5M | 5 | 0 |
DateMar 2025
Total AUM$229.1M
Discretionary$229.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$229.1M
Discretionary$229.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$193.3M
Discretionary$193.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$174.4M
Discretionary$174.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$174.4M
Discretionary$174.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$189.3M
Discretionary$187.7M
Non-Disc.$1.6M
Employees5
Clients0
DateMar 2021
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2019
Total AUM$111.8M
Discretionary$21.3M
Non-Disc.$90.5M
Employees5
Clients0
DateSep 2019
Total AUM$111.8M
Discretionary$21.3M
Non-Disc.$90.5M
Employees5
Clients0