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Building 2CENTRIC WEALTH MANAGEMENT, LLC

Map pinCHICAGO, IL
Phone312-429-6100
NotebookSEC #801-63837
Total AUM
$792.9M
Employees
15
Clients
583

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 W. WACKER DRIVE
6TH FLOOR
CHICAGO
IL 60606
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
312-429-6100
Other Offices
2

ReceiptFinancials

Total AUM
$792.9M
Accounts
1,590
Discretionary
$792.9M
Accounts
1,590
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
442
AUM
$201.3M
HNW Individual Clients
126
AUM
$555.2M
Pension/Profit Sharing Plan Clients
7
AUM
$2.9M
Charitable Organization Clients
2
AUM
$3.2M
Corporation or Business Clients
6
AUM
$30.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINMIMNNCNYTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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