Concentus Wealth Advisors
Concentus Wealth Advisors (CRD# 170052) is a financial advisory firm headquartered in Newtown Square, PA. They manage $799,939,434 in 2,337 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management800MILLION
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Total Number of Accounts2,337ACCOUNTS
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Average Account Value$342,293
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, DE, FL, MA, MD, NC, NH, NJ, NY, PA, SC, TX
Thomas Greco (CRD# 4619933) is an Investment Advisor Representative working at Concentus Wealth Advisors in Newtown Square, PA and has over 21 years of experience in the finance industry.
Nathan Hayward (CRD# 5203718) is an Investment Advisor Representative working at Concentus Wealth Advisors in Newtown Square, PA and has over 17 years of experience in the finance industry.
John Liberatore (CRD# 6839925) is an Investment Advisor Representative working at Concentus Wealth Advisors in Newtown Square, PA and has over 5 years of experience in the finance industry.
Erik Strid (CRD# 2332826) is an Investment Advisor Representative working at Concentus Wealth Advisors in Newtown Square, PA and has over 30 years of experience in the finance industry.
Paul Strid (CRD# 4718044) is an Investment Advisor Representative working at Concentus Wealth Advisors in Newtown Square, PA and has over 20 years of experience in the finance industry.
Patrick Johnson (CRD# 7285119) is an Investment Advisor Representative working at Concentus Wealth Advisors in Newtown Square, PA and has over 5 years of experience in the finance industry.