Overview
Assets Under Management: $227 million
Headquarters: CYPRESS, TX
High-Net-Worth Clients: 23
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.13
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,162
Discretionary Accounts: 1,074
Non-Discretionary Accounts: 88
Regulatory Filings
CRD Number: 282477
Filing ID: 1925514
Last Filing Date: 2025-03-07 10:07:00
Website: https://centric.org