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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
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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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# 861819
Firm CRD# 150141
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05

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.
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