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CENTRIC ADVISORS, LLC
CENTRIC ADVISORS, LLC
CYPRESS, Texas
·
2 registered advisors
·
CRD# 282477
SEC# 801-121623
1
888-215-5888
01
Firm Overview
AUM
$178M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CENTRIC ADVISORS, LLC
2 registered advisors
Oscar Raul Mondragon
CYPRESS, Texas
CRD# 6134876
Zachary Thomas Majors
CYPRESS, Texas
CRD# 5764906
05
Office Locations
CYPRESS, Texas
2 advisors
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Data sourced from SEC Form ADV filings. CENTRIC ADVISORS, LLC (CRD# 282477) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.