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CENTRIC WEALTH MANAGEMENT, LLC
333 W. Wacker Drive
6th Floor
Chicago, Illinois 60606
Tel: 312-429-6100
About CENTRIC WEALTH MANAGEMENT, LLC
CENTRIC WEALTH MANAGEMENT, LLC, formally registered with the SEC as CENTRIC WEALTH MANAGEMENT, LLC. The firm was established in 02/07/2005. They have over 3 offices throughout the country.
CENTRIC WEALTH MANAGEMENT, LLC is a Chicago, Illinois based Financial Planning firm with nearly $659,196,636 assets under management, offering retirement planning & investment advisory services to 1428 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133877 |
| SEC# | 801-63837 |
| Assets Managed by Firm | $659,196,636 |
| No. of Clients | 1428 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1428 | $659,196,636 |
| Individuals (other than high net worth individuals) | 443 | $316,741,811 |
| High net worth individuals | 65 | $306,661,282 |
| Pension and profit sharing plans | 10 | $4,528,618 |
| Charitable organizations | Fewer than 5 clients | $9,044,159 |
| Corporations or other businesses | 3 | $22,220,766 |
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