Concentric Wealth Management LLC Management Team
Summary
Concentric Wealth Management LLC is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Lafayette, California, USA. The number of employees ranges from 25 to 100. The annual revenue of Concentric Wealth Management LLC varies between 5.0M and 25M. To connect with Concentric Wealth Management LLC employee register on SignalHire.
Organization Website | concentric-wealth.com |
Phone Number | 925 962 1100 |
Industries | |
Headquarters Location | 251 Lafayette Circle, Suite 250, CA, 94549 US |
Employees Size | 1-10 employees |
Specialties | Wealth Management, Financial Planning, Investment Management, Retirement Planning |
SIC Code | 6199 |
DMA Code | San Francisco Bay Area |
Founded | 2008 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Length of Employment
Employee tenure at Concentric Wealth Management LLC shows a diverse range of experience levels:
10% have been with the company for less than 1 year30% for 1–2 years10% for 3–4 years10% for 5–7 years20% for 8–10 years20% have over 11 years of service at Concentric Wealth Management LLCEx-employees positions
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