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CONCENTRIC
WALNUT CREEK, CA
888-265-2257
SEC #801-125744Total AUM
$13.9B
Employees
26Clients
5,371Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1333 N. CALIFORNIA BLVD
SUITE 680
WALNUT CREEK
CA 94596
United States
SUITE 680
WALNUT CREEK
CA 94596
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
888-265-2257
Other Offices
3
Financials
Total AUM
$13.9B
Accounts
5,371Discretionary
$13.9B
Accounts
5,371Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
762AUM
$554.8M
HNW Individual Clients
4,380AUM
$11.7B
Pension/Profit Sharing Plan Clients
3AUM
$21.6M
Charitable Organization Clients
91AUM
$352.5M
Investment Advisor Clients
4AUM
$12.4M
Corporation or Business Clients
131AUM
$1.3B
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSTRUCTION OF MODEL SECURITIES PORTFOLIOS
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.