CENTRICITY FINANCIAL LLC
CRD #145561 SEC #801-72712 NEWPORT BEACH, CA 949-444-2292
SEC Registered
Total AUM
$28M
Discretionary
$3M
Employees
5
Clients
10
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2011 | $28M | $3M | $25M | 5 | -- |
DateAug 2011
Total AUM$28M
Discretionary$3M
Non-Disc.$25M
Employees5
Clients--