Concentric Wealth Management LLC

Concentric Wealth Management LLC (CRD# 144773) is a financial advisory firm headquartered in Lafayette, CA. They manage $601,347,746 in 935 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
251 Lafayette Circle, Suite 250, Lafayette, CA 94549
http://www.concentric-wealth.com/
By the Numbers
  • Total Assets Under Management
    601
    MILLION
  • Total Number of Accounts
    935
    ACCOUNTS
  • Average Account Value
    $643,153
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NH, OR, TX, WA

Financial Advisors at Concentric Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Eric Flett, financial advisor Lafayette CA
Eric M. Flett
CRD#: 2635352
251 Lafayette Circle, Suite 250, Lafayette, CA 94549

Eric Flett (CRD# 2635352) is an Investment Advisor Representative working at Concentric Wealth Management LLC in Lafayette, CA and has 1 year of experience in the finance industry.

2
Nicole Hanson, financial advisor Lafayette CA
Nicole R. Hanson
CRD#: 4461519
251 Lafayette Circle, Suite 250, Lafayette, CA 94549

Nicole Hanson (CRD# 4461519) is an Investment Advisor Representative working at Concentric Wealth Management LLC in Lafayette, CA and has over 22 years of experience in the finance industry.

3
Stewart McGuire, financial advisor Lafayette CA
Stewart A. McGuire
CRD#: 4595216
251 Lafayette Circle, Suite 250, Lafayette, CA 94549

Stewart McGuire (CRD# 4595216) is an Investment Advisor Representative working at Concentric Wealth Management LLC in Lafayette, CA and has 1 year 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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