Center Street Capital Advisors (“CSCA”), an independent wealth management practice on the Wells Fargo Advisors Financial Network (“FINET”) platform, announces they have surpassed $5 billion in client assets under management (AUM) as of November 27th, 2024.
“In less than three years, we believe Center Street’s Supported Independence platform has proven incredibly attractive to advisors seeking more from their parent/partner firm. Our multi-year AUM growth trajectory is a reflection of our unwavering commitment to our advisors and clients and in my opinion, validates CSCA’s supported independence model,” said Mark Klein, CEO of CSCA.
Center Street Capital Advisors, Co-Founded in May 2022 by Andrew & Gary Wayne, both Managing Partners, has grown to 25 Financial Advisors and 13 Support Personnel with locations in New Jersey, New York City and Florida.
If you are interested to learn more about the buzz and our story, please reach out and connect
For more than 20 years, Wells Fargo Advisors Financial Network, the independent contractor business model of Wells Fargo Wealth & Investment Management (WIM), has offered financial advisors more control, flexibility, and growth around business ownership as well as support from one of the nation’s largest financial institutions. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC (WFAFN), a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.