CONCENTIO CAPITAL MANAGEMENT, LLC
CONCENTIO CAPITAL MANAGEMENT, LLC is a trusted financial advisory firm that assists clients in achieving their financial goals and securing their future. With a team of experienced and knowledgeable advisors, they provide expert guidance and customized solutions to their clients. The firm has gained a reputation for its exceptional services and has become a go-to option for individuals and businesses seeking financial advice.
How does the advisor help clients – Key Takeaways:
CONCENTIO CAPITAL MANAGEMENT, LLC takes a comprehensive approach to help clients achieve their financial goals. Their key services include:
- Developing personalized financial plans tailored to the client’s needs and goals.
- Providing investment management services to help clients build and grow their wealth.
- Offering retirement planning to help clients plan for a secure and comfortable retirement.
- Assisting with tax planning and management to minimize tax liabilities.
- Providing insurance and risk management solutions to protect clients’ assets.
- Working with clients to create charitable giving and estate planning strategies.
Facts and Insights
CONCENTIO CAPITAL MANAGEMENT, LLC has a track record of success and has helped numerous clients achieve their financial goals. Here are some insights and facts about the firm:
- Assets Under Management (AUM): According to the most recent SEC filing, the firm has an AUM of $500 million.
- Number of Advisors: CONCENTIO CAPITAL MANAGEMENT, LLC has a team of highly experienced advisors who are dedicated to providing exceptional services to their clients.
- Time in Business: The firm was founded in and has been in operation for over years, demonstrating their stability and experience in the industry.
Financial Services Offered
CONCENTIO CAPITAL MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These include:
- Investment management
- Financial planning
- Retirement planning
- Tax planning and management
- Insurance and risk management
- Estate planning and charitable giving strategies
Client Types
CONCENTIO CAPITAL MANAGEMENT, LLC serves a diverse range of clients, including:
- High-net-worth individuals
- Retirees
- Business owners
- Corporate executives
- Professionals
- Families
Fees & Compensation
CONCENTIO CAPITAL MANAGEMENT, LLC operates on a fee-based compensation structure. This means that the firm charges a percentage of the assets under management as their fee. This aligns the firm’s interests with those of the clients, as their compensation is tied to the performance of the client’s investments. The firm is transparent about their fees and provides full disclosure to clients.
Background
CONCENTIO CAPITAL MANAGEMENT, LLC was founded by a team of experienced financial professionals who shared a common goal of providing personalized and comprehensive financial services to their clients. The team is highly qualified and holds various certifications and designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA).
Financial Advisor Disclosures to Know
As of the most recent filing, CONCENTIO CAPITAL MANAGEMENT, LLC has no disclosures to report. This means that the firm has a clean record and has not faced any legal or disciplinary actions.