CONCENTRIC WEALTH ADVISORS LLC

LAKE OSWEGO, Oregon·1 registered advisor·CRD# 281979

SEC# 801-106884503-343-7033

Firm Overview

AUM

$90M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Portfolio management (individuals)

Pension consulting

Compensation

Percentage of AUM

Performance-based fees

Specialties

Investment Management Retirement Planning

Advisors at CONCENTRIC WEALTH ADVISORS LLC

1 registered advisor

Paul P (mi Only) Ortner

LAKE OSWEGO, Oregon

CRD# 5930726

Office Locations

LAKE OSWEGO, Oregon

1 advisor

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Data sourced from SEC Form ADV filings. CONCENTRIC WEALTH ADVISORS LLC (CRD# 281979) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.