Concentric Wealth Management is an investment advisor in Lafayette with $561.57 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262322896
SEC advisor number
801-68940
FINRA CRD number
144773
AUM ?
$601.35 mm
(as of 28 Mar 24)
Accounts
935
(as of 28 Mar 24)
Employees
6
(3 investment advisory or research)
Address
Concentric Wealth Management
251 LAFAYETTE CIRCLE, STE 200
LAFAYETTE
CA 94549
251 LAFAYETTE CIRCLE, STE 200
LAFAYETTE
CA 94549
Phone
925-962-1100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22