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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 27, 2011
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AMADI, AMIR, ANDREW | I | MANAGING PARTNER | D | Control |
| NAMVAR, ETHAN | I | MANAGING PARTNER | D | Control |
| NAMVAR, ETHAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Aug 27, 2011 REGISTERED
Address
5000 BIRCH ST, SUITE 3000NEWPORT BEACH, CA 92660
United States
Phone: 949-444-2292