Centrix Capital Management is a large advisory firm based in Centennial. It manages $25.62 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Colorado.
Centrix Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Centrix Capital Management is $25.62 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Centrix Capital Management for their services and products based on a percentage of assets under management and performance-based 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.
Robert E. Sutton has been acting as President since 1 Apr 2003. Llc Centrix Financial joined the executive team most recently as the Member.
The principal office where Centrix Capital Management performs its advisory services is located at 6782 South Potomac Street, Centennial, CO 80112, 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 303-223-7089 or by fax 303-220-7227. The normal business hours are 8 am - 5 pm on Monday - Friday.