CERTUITY, LLC
SEC Form ADV profile.
Total regulatory AUM
$3,301,613,248
Discretionary
$2,244,115,009
Non-discretionary
$1,057,498,239
Firm details
- CRD number
- 129505
- SEC file number
- 801-62580
- Main office
- NORTH PALM BEACH, FL, United States
- Employees
- 35
- SEC status
- Approved
- Website
- https://certuity.com
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.