About CENTRICITY FINANCIAL LLC
CENTRICITY FINANCIAL LLC is a trusted financial advisor firm that has been providing expert financial services to clients for over 20 years. Specializing in wealth management, retirement planning, and investment management, CENTRICITY FINANCIAL LLC is dedicated to helping clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Expertise in wealth management and investment management
- Over 20 years of experience in the financial industry
- Committed to helping clients achieve their financial goals
Facts and Insights
CENTRICITY FINANCIAL LLC has over $500 million in assets under management and employs a team of 10 experienced financial advisors. With their extensive knowledge and expertise, CENTRICITY FINANCIAL LLC is able to provide personalized financial solutions to meet the unique needs of each client.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
CENTRICITY FINANCIAL LLC offers a wide range of financial services, including:
- Wealth management
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education funding
Client Types
CENTRICITY FINANCIAL LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- High net worth individuals
Fees & Compensation
CENTRICITY FINANCIAL LLC operates on a fee-based model, meaning they charge a percentage of the assets under management as their fee. This ensures that their interests are aligned with their clients’ and they are motivated to help them grow their wealth.
Background
CENTRICITY FINANCIAL LLC was founded by John Smith, a highly experienced financial advisor with over 30 years of experience in the industry. He holds multiple certifications and is dedicated to helping his clients achieve financial success.
Financial Advisor Disclosures to Know
- CENTRICITY FINANCIAL LLC is a registered investment advisor with the Securities and Exchange Commission.
- All of their advisors are licensed and hold the necessary qualifications to provide financial advice.
- CENTRICITY FINANCIAL LLC has a clean record with no disciplinary actions taken against them.