Concentric Wealth Management LLC
Legal Name: CONCENTRIC WEALTH MANAGEMENT LLC
Full Contact Details
Concentric Wealth Management LLC
251 LAFAYETTE CIRCLE, SUITE 200, LAFAYETTE, CA
925-962-1100
925-962-1106
Other Info
Concentric Wealth Management LLC is a California-based limited liability company that has been approved by the U.S. Securities and Exchange Commission. The firm employs five individuals, with three working in advisory roles. The number of clients served by the company is undisclosed. The firm's SEC registration was reported on April 8th, 2008.
Concentric Wealth Management
Toggle navigation Planning and Investing Our Staff Contact Us Client Login CLIENT LOGIN Solutions Centered on You You know where you want to go; we can help you get there. We serve a limited number of clients by design, understanding that only measured growth will allow us the familiarity we seek wi…
Direct Owners
-
ERIC MICHAEL FLETT
CEO/MANAGING MEMBER owns more than 50% but less than 75%
-
STEWART ALAN MCGUIRE
CIO/MEMBER, CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%