Ctr Financial Group LLC

Ctr Financial Group LLC (CRD# 128764) is a financial advisory firm headquartered in Summit, NJ. They manage $24,700,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
25 Deforest Ave, Summit, NJ 07901
http://www.ctrfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $1,073,913
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Ctr Financial Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
William Crane, financial advisor Summit NJ
William S. Crane
CRD#: 3254620
25 Deforest Ave, Summit, NJ 07901
93
Wealthminder
score

William Crane (CRD# 3254620) is an Investment Advisor Representative working at Ctr Financial Group LLC in Summit, NJ and has over 18 years of experience in the finance industry.

2
James Tonelli, financial advisor Summit NJ
James R. Tonelli
CRD#: 3254635
25 Deforest Ave, Summit, NJ 07901
93
Wealthminder
score

James Tonelli (CRD# 3254635) is an Investment Advisor Representative working at Ctr Financial Group LLC in Summit, NJ and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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