Unclaimed Profile

David Edward Post

CONCENTRIC CAPITAL LLC·BEVERLY HILLS, California

Clean recordCONCENTRIC CAPITAL LLC

9990 SANTA MONICA BLVD, BEVERLY HILLS, CA 90212CRD# 861819Firm CRD# 150141

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Edward Post · BEVERLY HILLS, CA

Registration

CRD #861819 · CONCENTRIC CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Edward Post 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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

Speak with David

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

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

Firm Overview

Firm

CONCENTRIC CAPITAL LLC

AUM

$34M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONCENTRIC CAPITAL LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 861819

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.

Browse BEVERLY HILLS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Edward Post offer?

David Edward Post specializes in Investment Management, Fee-Only Advisory. Contact their office in BEVERLY HILLS, California for a consultation.

What are David Edward Post's credentials?

David Edward Post is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Edward Post located?

David Edward Post 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 David Edward Post charge for services?

David Edward Post'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 →