Concentric Wealth Advisors LLC
Concentric Wealth Advisors LLC (CRD# 281979) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $90,051,305 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management90MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$10,005,701
- 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 6 years of experience in the finance industry.