City Center Advisors, LLC
City Center Advisors, LLC is an SEC-registered investment adviser headquartered in Troy, Michigan. The firm offers wealth management and retirement planning services, with a strong emphasis on fiduciary duty, fee transparency, and personalized planning. They serve individuals and families, particularly those preparing for retirement, and provide ongoing communication and accessibility. The firm collaborates with estate planning attorneys and offers proactive tax planning. Founded in Colorado, City Center Advisors operates under the broader umbrella of City Center Financial, LLC.
Investment Strategy
City Center Advisors, LLC focuses on creating sustainable retirement income strategies, proactive tax planning, and comprehensive wealth management. The firm customizes investment plans to each client's retirement goals, seeking to balance risk management, tax efficiency, and legacy planning. Their approach emphasizes long-term stability and collaboration with clients and their legal advisors to ensure financial goals are coordinated across all areas.
Top Holdings
Equity Positions (163)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 7.18% | $7.4M | 70,664 | $73.27 | $104.51 | +$336.8K |
S SPYV | SPDR SERIES TRUST | 5.92% | $6.1M | 110,046 | $51.40 | $55.33 | +$1.2M |
M MINT | PIMCO ETF TR | 5.31% | $5.5M | 54,229 | $100.51 | $100.69 | +$206.1K |
X XLG | INVESCO EXCHANGE TRADED FD T | 3.74% | $3.8M | 66,871 | $49.52 | $57.52 | +$994.2K |
X XLU | SELECT SECTOR SPDR TR | 1.86% | $1.9M | 21,904 | $80.13 | $87.21 | -$992.4K |