CONCENTRIC WEALTH MANAGEMENT, LLC info
CONCENTRIC WEALTH MANAGEMENT, LLC (SEC CIK 1695345) first filed with the SEC on 2017-02-09 (Form 13F-HR) and has filed 33 times since, including 32 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 251 LAFAYETTE CIRCLE, STE 250, LAFAYETTE, CA, 94549.
- Name: Value CONCENTRIC WEALTH MANAGEMENT, LLC.
- SEC CIK: Value 1695345.
- State of organization: Value CA.
- Business address: Value 251 LAFAYETTE CIRCLE, STE 250, LAFAYETTE, CA, 94549.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
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