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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