Centric Investment Group Inc.

Centric Investment Group Inc. (CRD# 114066) is a financial advisory firm headquartered in Littleton, CO. They manage $6,008,355 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $107,292
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Centric Investment Group Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Gregory A. Wambolt
CRD#: 1661222
13976 W. Bowles Avenue Ste. 200, Littleton, CO 80127
96
Wealthminder
score

Gregory Wambolt (CRD# 1661222) is an Investment Advisor Representative working at Centric Investment Group Inc. in Littleton, CO and has over 22 years of experience in the finance industry. Gregory Wambolt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Cynthia D. Alvarez
CRD#: 6082323
13976 W. Bowles Avenue Ste. 200, Littleton, CO 80127
93
Wealthminder
score

Cynthia Alvarez (CRD# 6082323) is an Investment Advisor Representative working at Centric Investment Group Inc. in Littleton, CO and has over 5 years of experience in the finance industry.

3
Matthew R. Blake
CRD#: 3069970
13976 W. Bowles Avenue Ste. 200, Littleton, CO 80127
93
Wealthminder
score

Matthew Blake (CRD# 3069970) is an Investment Advisor Representative working at Centric Investment Group Inc. in Littleton, CO and has over 19 years of experience in the finance industry.

4
Scott T. Farrar
CRD#: 2209134
7887 E Belleview Avenue, Suite 1100, Englewood, CO 80111
93
Wealthminder
score

Scott Farrar (CRD# 2209134) is an Investment Advisor Representative working at Centric Investment Group Inc. in Englewood, CO and has over 9 years of experience in the finance industry.

5
Andrew S. Jenkins
CRD#: 2211425
13976 W. Bowles Avenue Ste. 200, Littleton, CO 80127
93
Wealthminder
score

Andrew Jenkins (CRD# 2211425) is an Investment Advisor Representative working at Centric Investment Group Inc. in Littleton, CO and has over 20 years of experience in the finance industry.

6
Joel C. Whitley
CRD#: 2479581
13976 W. Bowles Avenue Ste. 200, Littleton, CO 80127
93
Wealthminder
score

Joel Whitley (CRD# 2479581) is an Investment Advisor Representative working at Centric Investment Group Inc. in Littleton, CO and has over 23 years of experience in the finance industry.

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