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Concentric Wealth Management LLC

EST. AUM
$601,347,746

CONTACTS
6

CLIENT ACCOUNTS
935

Firm Details

Metro area Walnut Creek
CRD Number 144773
Website concentric-wealth.com
Client types

Overview

Concentric Wealth Management LLC is a financial advisory firm that provides personalized services to a limited number of clients. This approach allows the firm to maintain a focused and individualized relationship with each client. Advisors work closely with clients to understand their financial goals and objectives, aiming to provide guidance that aligns with their needs. The firm's approach is centered on helping clients manage and plan their financial resources effectively. As of December 31, 2024, Concentric Wealth Management is now a part of MAI Capital Management.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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