STRID GROUP, LLC

CONCENTUS WEALTH ADVISORS
NEWTOWN SQUARE, Pennsylvania·2 registered advisors·CRD# 170052
SEC# 801-791820(610) 994-9190
01

Firm Overview

AUM
$800M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at STRID GROUP, LLC

2 registered advisors
Erik Ortlieb Strid
NEWTOWN SQUARE, Pennsylvania
Paul Flick Strid
NEWTOWN SQUARE, Pennsylvania
05

Office Locations

NEWTOWN SQUARE, Pennsylvania
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. STRID GROUP, LLC (CRD# 170052) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.