Frank
Endris

City Center Advisors, LLC

CRD#2944732
Investment Advisor
in Troy, MI

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About this Advisor

Frank Endris is a financial advisor operating out of Troy, Michigan with 8 years of relevant experience. Endris is currently employed by City Center Advisors, LLC. Their career trajectory has included roles at Federal Financial Group, Aspen Creek Wealth Strategies, Frank Endris-Sole Proprietor and City Center Advisors, LLC Fka Keystone Financial Partners, Inc. Endris has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado and Texas. City Center Advisors, LLC is a registered investment business headquartered in Troy, MI. The firm has offices in four locations and a total of seven advisors. It manages $109 million in assets between its 1,091 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,091 accounts, just 13% are held by high-net-worth individuals who have more than $1 million in assets available to invest. City Center Advisors, LLC provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules depend on which services the firm provides the client. Fee types billed by City Center Advisors, LLC may include some combination of asset-based, hourly and other fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

888 West Big Beaver Road Suite 1220
Troy, MI 48084

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City Center Advisors, LLC Brokerage Details

Total Assets Under Management

$109,057,487

MI Average: $943,424,332
Total Number of Employees

7

MI Average: 21
Total Number of Accounts

1,091

MI Average: 1,586
Average Account Size

$99,961

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Frank Endris Work History

Frank has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

City Center Advisors, LLC Fka Keystone Financial Partners, Inc

2013 - Present (11 years)

Frank Endris-Sole Proprietor

2014 - 2017 (3 years)

Aspen Creek Wealth Strategies

2013 - 2014 (1 year)

Federal Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Frank Endris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at City Center Advisors, LLC

David Hardin
Troy, MI
Frank Endris
Troy, MI
Taylor Cox
Troy, MI
Kyle Mccauley
Troy, MI
David Hardin
Troy, MI
Anthony Pogasic
Troy, MI

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.

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