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Building 2CONCENTRIC WEALTH MANAGEMENT LLC

Map pinLAFAYETTE, CA
Phone925-962-1100
NotebookSEC #801-68940
Total AUM
$601.3M
Employees
6
Clients
304

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
251 LAFAYETTE CIRCLE
SUITE 250
LAFAYETTE
CA 94549
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
925-962-1100

ReceiptFinancials

Total AUM
$601.3M
Accounts
935
Discretionary
$601.3M
Accounts
935
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
109
AUM
$26.9M
HNW Individual Clients
194
AUM
$562.2M
Pension/Profit Sharing Plan Clients
1
AUM
$12.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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