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CONCENTRIC WEALTH MANAGEMENT LLC
CONCENTRIC WEALTH MANAGEMENT LLC
LAFAYETTE, California
·
2 registered advisors
·
CRD# 144773
SEC# 801-68940
0
925-962-1100
01
Firm Overview
AUM
$601M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CONCENTRIC WEALTH MANAGEMENT LLC
2 registered advisors
Eric Michael Flett
LAFAYETTE, California
CRD# 2635352
Stewart Alan Mcguire
LAFAYETTE, California
CRD# 4595216
05
Office Locations
LAFAYETTE, California
2 advisors
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Data sourced from SEC Form ADV filings. CONCENTRIC WEALTH MANAGEMENT LLC (CRD# 144773) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.