Certium Asset Management LLC is a large advisory firm based in Atlanta. It manages $155.34 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Connecticut, Georgia, and Massachusetts.
Certium Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Certium Asset Management LLC is $155.34 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Certium Asset Management LLC 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.
John Chadwick Deakins has served as the Chief Investment Officer since 1 Jan 2008 and Ashi Sarvabhaum Parikh is the Chief Executive Officer of Certium Asset Management LLC family office. George Michael Way joined the executive team most recently as the Chief Operating Officer.
The principal office where Certium Asset Management LLC performs its advisory services is located at 3333 Piedmont Road, Ne, Atlanta, GA 30305, which is also the mailing address of the firm. An additional office of the firm is in Orlando, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-845-7696 or by fax 404-845-7692. The normal business hours are 8:30 to 5:00 on Monday - Friday. You can find more information about the New York firm at certiumllc.com.