Centersquare Investment Management LLC
Answer a few questions and
get matched with an advisor.
Learn more about Centersquare Investment Management LLC
Overview
Centersquare Investment Management LLC is a financial advisor firm located in Plymouth Meeting, Pennsylvania. It oversees $11.8 billion in total assets throughout 103 accounts, making it one of the biggest financial advisory firms in the nation by assets under management (AUM). It has an average-sized team, including 53 financial advisors. Centersquare Investment Management LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like bonds, equities and options.
Centersquare Investment Management LLC oversees most of the company's accounts in a discretionary manner. Discretionary management is a structure in which transaction decisions for the client's account are made by an investment advisor without requiring the customer's consent. The firm also manages seven non-discretionary accounts with a total of $861.5 million in assets. The investment advisory firm oversees an average of $114.1 million for each account. The typical advisor at Centersquare Investment Management LLC manages around two client accounts, placing it among the most individualized advisor firms in the country.
The firm's central office is at 630 West Germantown Pike, Plymouth Meeting, Pennsylvania 19462. The firm is legally permitted to serve clients throughout 5 states, including California, New York, Pennsylvania, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Centersquare Investment Management LLC by the Numbers
$11.8 billion
97
103
$114.1 million
Fee Structure
Fees charged by financial advisors typically depend on which service is provided. Fees billed by the firm likely consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Centersquare Investment Management LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with a broad range of customers. The firm provides services to investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, corporations and other. Out of its 103 clients, Centersquare Investment Management LLC's biggest client is pension plans. Just 9% of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 95.74%
- Charitable Organizations - 4.26%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Centersquare Investment Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.