CONCENTRIC WEALTH ADVISORS LLC
CRD #281979 SEC #801-106884 LAKE OSWEGO, OR 503-343-7033
SEC Registered Private Funds
Total AUM
$90.1M
Discretionary
$90.1M
Employees
3
Clients
--
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2017 | $90.1M | $90.1M | $0 | 3 | 1 |
| Apr 2017 | $89.7M | $89.7M | $0 | 2 | 11 |
| Mar 2016 | $47.3M | $47.3M | $0 | 2 | 1 |
| Nov 2015 | $0 | $0 | $0 | 1 | 0 |
| Nov 2015 | $0 | $0 | $0 | 1 | 0 |
| Oct 2015 | $0 | $0 | $0 | 1 | 0 |
DateSep 2017
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees3
Clients1
DateApr 2017
Total AUM$89.7M
Discretionary$89.7M
Non-Disc.$0
Employees2
Clients11
DateMar 2016
Total AUM$47.3M
Discretionary$47.3M
Non-Disc.$0
Employees2
Clients1
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0