Concentric Wealth Advisors LLC
Concentric Wealth Advisors LLC (CRD# 281979) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $47,300,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management47MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$7,883,333
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Paul Ortner (CRD# 5930726) is an Investment Advisor Representative working at Concentric Wealth Advisors LLC in Lake Oswego, OR and has over 5 years of experience in the finance industry.