David
Bogonovich
Centurion Wealth Management
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About this Advisor
David Bogonovich is a financial advisor based in Dorset, Vermont, working with Centurion Wealth Management. David has previously held positions at Spire Wealth Management, Atlas Private Wealth, and Centurion Wealth Management, LLC. David is registered to provide services in Texas and Vermont. Currently, David is part of Centurion Wealth Management, which operates out of Dorset, Vermont. The firm has 1 office and 13 employees. The firm manages assets totaling $518.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, educational seminars, and other services. The fee structure at Centurion Wealth Management includes asset-based and hourly fees.
Services Offered
Fee Structure
Office Location
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Centurion Wealth Management Brokerage Details
$518,054,662
13
461
$1,123,763
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
David Bogonovich Work History
Centurion Wealth Management, LLC
Spire Wealth Management
Atlas Private Wealth
Disclosures
Please visit the SEC profile of David Bogonovich 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 Centurion Wealth Management
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Dorset, VT
The content in this profile was updated by SmartAsset on 6/19/2024. 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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