Centric Wealth Management is an investment advisor in Bannockburn with $525.34 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
205122562
SEC advisor number
801-63837
FINRA CRD number
133877
AUM ?
$659.20 mm
(as of 15 Mar 24)
Accounts
1,428
(as of 15 Mar 24)
Employees
11
(8 investment advisory or research)
Address
Centric Wealth Management
2801 LAKESIDE DRIVE
3RD FLOOR
BANNOCKBURN
IL 60015
2801 LAKESIDE DRIVE
3RD FLOOR
BANNOCKBURN
IL 60015
Phone
3124296106
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
4 Jan 23
13F-HR
Quarterly holdings report by institutional manager
5 Oct 22
13F-HR
Quarterly holdings report by institutional manager
6 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 Apr 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22
13F-HR
Quarterly holdings report by institutional manager
6 Oct 21