Centricity Financial LLC

Centricity Financial LLC (CRD# 145561) is a financial advisory firm headquartered in Newport Beach, CA. They manage $24,514,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $980,560
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CA

Financial Advisors at Centricity Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
Amir A. Amadi
CRD#: 5453289
5000 Birch Street, Suite 3000, Newport Beach, CA 92660
93
Wealthminder
score

Amir Amadi (CRD# 5453289) is an Investment Advisor Representative working at Centricity Financial LLC in Newport Beach, CA and has over 9 years of experience in the finance industry.

2
Ethan Namvar
CRD#: 5082661
5000 Birch Street, Suite 3000, Newport Beach, CA 92660
93
Wealthminder
score

Ethan Namvar (CRD# 5082661) is an Investment Advisor Representative working at Centricity Financial LLC in Newport Beach, CA and has over 11 years of experience in the finance industry.

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