Centric Wealth Management is an investment advisor in Chicago with $448.48 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
205122562
SEC advisor number
801-63837
FINRA CRD number
133877
AUM ?
$448.48 mm
(as of 4 Apr 23)
Accounts
1,199
(as of 4 Apr 23)
Employees
7
(3 investment advisory or research)
Address
Centric Wealth Management
2801 LAKESIDE DRIVE
3RD FLOOR
BANNOCKBURN
IL 60015
2801 LAKESIDE DRIVE
3RD FLOOR
BANNOCKBURN
IL 60015
Office hours
Monday - Friday, 8:30-5:00
Phone
3124296106
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
FGMK Advisory, LLC | Member | 07/2006 | 50-75% |
Zapfel, Stacie, J'ann | Chief Compliance Officer | 01/2012 | < 5% |
FGMK Business Holdings, LLC | Member | 07/2006 | > 75% |
FGMK Investments, LLC | Member | 07/2006 | |
Rutili, Virgil, John | Member | 03/2018 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
4 Jan 23
13F-HR
Quarterly holdings report by institutional manager
5 Oct 22
13F-HR
Quarterly holdings report by institutional manager
6 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 Apr 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22