Centricity Financial LLC

Centricity Financial LLC (CRD# 145561) is a financial advisory firm headquartered in Newport Beach, CA. They manage $8,260,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5000 Birch Street, Suite 3000, Newport Beach, CA 92660
http://www.centricityfinancial.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $434,737
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Centricity Financial LLC
Showing 1 - 3 of 3 top financial advisors.
1
Amir Amadi, financial advisor Newport Beach CA
Amir A. Amadi
CRD#: 5453289
5000 Birch Street, Suite 3000, Newport Beach, CA 92660

Amir Amadi (CRD# 5453289) is an Investment Advisor Representative working at Centricity Financial LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.

2
June Cachola, financial advisor Newport Beach CA
June M. Cachola
CRD#: 2414390
5000 Birch Street, Suite 3000, Newport Beach, CA 92660

June Cachola (CRD# 2414390) is an Investment Advisor Representative working at Centricity Financial LLC in Newport Beach, CA and has over 30 years of experience in the finance industry.

3
Ethan Namvar, financial advisor Newport Beach CA
Ethan Namvar
CRD#: 5082661
5000 Birch Street, Suite 3000, Newport Beach, CA 92660

Ethan Namvar (CRD# 5082661) is an Investment Advisor Representative working at Centricity Financial LLC in Newport Beach, CA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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