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Bank / Wealth / TrustRIA · CRD 133877SEC-Registered

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Centric Wealth Management

Centric Wealth Management is an SEC-registered investment adviser in Chicago, IL, registered since 2005. The firm manages approximately $793 million in assets.

Overview

Centric Wealth Management is an SEC-registered investment adviser in Chicago, IL, registered since 2005. The firm manages approximately $793 million in assets. It has 15 employees and 8 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2005

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Chicago, United States

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