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Home > Retirement Planners > texas > cypress > CENTRIC ADVISORS, LLC
CENTRIC ADVISORS, LLC
12549 Louetta Road
Cypress, Texas 77429
Tel: 888-215-5888
About CENTRIC ADVISORS, LLC
CENTRIC ADVISORS, LLC, formally registered with the SEC as CENTRIC ADVISORS, LLC. The firm was established in 06/28/2021. They have over 2 offices throughout the country.
CENTRIC ADVISORS, LLC is a Cypress, Texas based Financial Planning firm with nearly $177,976,653 assets under management, offering retirement planning & investment advisory services to 917 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282477 |
| SEC# | 801-121623 |
| Assets Managed by Firm | $177,976,653 |
| No. of Clients | 917 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 917 | $177,976,653 |
| Individuals (other than high net worth individuals) | 525 | $126,820,026 |
| High net worth individuals | 9 | $17,447,619 |
| Pension and profit sharing plans | 22 | $27,472,590 |
| Corporations or other businesses | 13 | $6,236,418 |
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