RIA Intel›Advisers›New Jersey›CTR FINANCIAL GROUP LLC

CTR FINANCIAL GROUP LLC

Advisory

N·SUMMIT, NJ

Data as of Jan 30, 2013 · Source: SEC Form ADV

Total AUM

$76M

1-Year AUM Growth

-40.2%

3-Year CAGR

-21.7%

Employees

2

Assets Under Management

Total AUM$76M

Discretionary AUM$38M

Non-Discretionary AUM$38M

Discretionary %50%

Total Clients—

Team

Total Employees2

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record15

First FilingMay 5, 2004

Latest FilingJan 30, 2013

🔒 Full AUM trend chart and 15 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CTR FINANCIAL GROUP LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.