Centurion Alliance,Inc. (Carmel)

Name: Centurion Alliance,Inc.
Address: 3775 Via Nona Marie, Suite 200, Carmel, CA, 93923
Telephone: 831-622-9600

Centurion Alliance,Inc. is a large advisory firm based in Carmel. It manages $47.5 million of regulatory assets for 106 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Centurion Alliance provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Centurion Alliance: assets under management

The assets under management (AUM) of Centurion Alliance,Inc. is $47.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 792% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $47.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $448.11 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Centurion Alliance,Inc. 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.

Careers at Centurion Alliance,Inc.

Jerome Michael Ledzinski has been acting as President since 1 Feb 2000. Howard Joseph Leonard has served as the Chief Investment Officer since 1 Jan 2002. Ii Jerome Michael Ledzinski joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jerome Michael Ledzinski	Chairman/ceo	1 Feb 2000	75% - 100%	305126
Trace Wilson Thurlby	Managing director/controller	1 May 2000	Other	3128947
Alma Bartha Dippold	Managing director, trading & administration	1 May 2000	Other	1240588
John Matthew Macarthur	Managing director, business development	1 May 2000	Other	1904282
Stephen Alan Mace	Managing director/chief compliance officer	1 Oct 2000	Other	1777748
Howard Joseph Leonard	Executive managing director/chief investment officer	1 Jan 2002	Other	852575
John Victor Saeman	Board member/shareholder	1 May 2002	Other	1184902
Frank Elliott Helsom	Board member & shareholder	1 May 2002	Other	2082173
David Hill Keyston	Board member & shareholder	1 May 2002	Other	5316775
Richard Alan Hewitt	Director, operations & private client group	1 Aug 2004	Other	4875956
Jeannette Kay Witten	General counsel and chief compliance officer	1 Oct 2005	Other	5067231
Richard Alan Hewitt	Managing director	1 Mar 2006	Other	4875956
James Francis Mcnulty	Board member & shareholder	1 Mar 2006	Other	2878496
Peter John Hunkel	Chief compliance officer / chief operating officer	1 Feb 2007	Other	3129021
Ii Jerome Michael Ledzinski	Managing director	1 Nov 2007	Other	5203030

Based in Carmel

The principal office where Centurion Alliance,Inc. performs its advisory services is located at 3775 Via Nona Marie, Suite 200, Carmel, CA 93923 The mailing address of the firm is P. O. Box 222000, Carmel, CA 93922. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 831-622-9600 or by fax 831-622-9002. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.centurionalliance.com.