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Stewart Alan Mcguire

CONCENTRIC WEALTH MANAGEMENT LLC·LAFAYETTE, California
Clean recordCONCENTRIC WEALTH MANAGEMENT LLC
251 LAFAYETTE CIRCLE, LAFAYETTE, CA 94549CRD# 4595216Firm CRD# 144773

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stewart Alan Mcguire · LAFAYETTE, CA
Registration
CRD #4595216 · CONCENTRIC WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stewart Alan Mcguire is a registered financial advisor based in LAFAYETTE, California, affiliated with CONCENTRIC WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CONCENTRIC WEALTH MANAGEMENT LLC
CONCENTRIC WEALTH MANAGEMENT LLC
AUM
$601M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CONCENTRIC WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4595216
Firm CRD# 144773
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stewart Alan Mcguire offer?
Stewart Alan Mcguire specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAFAYETTE, California for a consultation.
What are Stewart Alan Mcguire's credentials?
Stewart Alan Mcguire is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stewart Alan Mcguire located?
Stewart Alan Mcguire is based in LAFAYETTE, California, working with CONCENTRIC WEALTH MANAGEMENT LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Stewart Alan Mcguire charge for services?
Stewart Alan Mcguire's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONCENTRIC WEALTH MANAGEMENT LLC?
CONCENTRIC WEALTH MANAGEMENT LLC has approximately 6 employees and manages $601M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CONCENTRIC WEALTH MANAGEMENT LLC

Eric Michael Flett
LAFAYETTE, CA

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Research
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