12549 Louetta Road
Cypress, Texas 77429
Tel: 888-215-5888
CENTRIC ADVISORS, LLC, formally registered with the SEC as CENTRIC ADVISORS, LLC. The firm was established in 06/28/2021. They have over 2 offices throughout the country.
CENTRIC ADVISORS, LLC is a Cypress, Texas based Financial Planning firm with nearly $150,624,731 assets under management, offering retirement planning & investment advisory services to 980 clients. The firm is staffed with 20 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 282477 |
SEC# | 801-121623 |
Assets Managed by Firm | $150,624,731 |
No. of Clients | 980 |
No. of Advisors | 20 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 980 | $150,624,731 |
Individuals (other than high net worth individuals) | 493 | $104,321,612 |
High net worth individuals | 9 | $15,304,929 |
Pension and profit sharing plans | 24 | $23,747,403 |
Corporations or other businesses | 13 | $5,111,818 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
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