Centriplan, LLC

Centriplan, LLC (CRD# 165583) is a financial advisory firm headquartered in Newport Beach, CA. They manage $24,099,454 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1000 Quail Street, #225, Newport Beach, CA 92660
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $3,012,432
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Centriplan, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lorian Petry, financial advisor Newport Beach CA
Lorian K. Petry
CRD#: 833034
1000 Quail Street, #225, Newport Beach, CA 92660

Lorian Petry (CRD# 833034) is an Investment Advisor Representative working at Centriplan, LLC in Newport Beach, CA and has over 32 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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