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Building 2CENTRICITY FINANCIAL LLC

Map pinNEWPORT BEACH, CA
Phone949-444-2292
NotebookSEC #801-72712
Total AUM
$12M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5000 BIRCH ST, SUITE 3000
NEWPORT BEACH
CA 92660
United States
Operating Hours
6 AM TO 5 PM PST
Monday - Friday
Phone
949-444-2292

ReceiptFinancials

Total AUM
$12M
Accounts
14
Discretionary
$3M
Accounts
8
Non-Discretionary
$9M
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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