Overview
Assets Under Management: $601 million
Headquarters: LAFAYETTE, CA
High-Net-Worth Clients: 194
Average Client Assets: $2.9 million
Frequently Asked Questions
CONCENTRIC WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144773), CONCENTRIC WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
CONCENTRIC WEALTH MANAGEMENT LLC is headquartered in LAFAYETTE, CA.
CONCENTRIC WEALTH MANAGEMENT LLC serves 194 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, CONCENTRIC WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
CONCENTRIC WEALTH MANAGEMENT LLC manages $601 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, CONCENTRIC WEALTH MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 194
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.49%
Average Client Assets: $2.9 million
Total Client Accounts: 935
Discretionary Accounts: 935
Regulatory Filings
CRD Number: 144773
Filing ID: 1858813
Last Filing Date: 2024-03-28 16:48:00