Claim Profile
Unclaimed Profile
CM

Craig Ira Menin

CONCENTRIC CAPITAL LLC·BEVERLY HILLS, California
Clean recordCONCENTRIC CAPITAL LLC
9990 SANTA MONICA BLVD, BEVERLY HILLS, CA 90212CRD# 5774644Firm CRD# 150141

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Ira Menin · BEVERLY HILLS, CA
Registration
CRD #5774644 · CONCENTRIC CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Craig Ira Menin is a registered financial advisor based in BEVERLY HILLS, California, affiliated with CONCENTRIC CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Craig

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Craig is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CONCENTRIC CAPITAL LLC
CONCENTRIC CAPITAL LLC
AUM
$34M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5774644
Firm CRD# 150141
View on FINRA BrokerCheck →

Looking for a financial advisor in BEVERLY HILLS?

Browse all registered financial advisors in BEVERLY HILLS, California or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Craig Ira Menin offer?
Craig Ira Menin specializes in Investment Management, Fee-Only Advisory. Contact their office in BEVERLY HILLS, California for a consultation.
What are Craig Ira Menin's credentials?
Craig Ira Menin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Ira Menin located?
Craig Ira Menin is based in BEVERLY HILLS, California, working with CONCENTRIC CAPITAL LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Craig Ira Menin charge for services?
Craig Ira Menin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONCENTRIC CAPITAL LLC?
CONCENTRIC CAPITAL LLC has approximately 1 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CONCENTRIC CAPITAL LLC