Concentric Wealth Management

Financial Services • United States • 1-10 Employees

Company overview

Headquarters	United States
Phone number	+15133380084
Websites	concentricwealthmgmt.com myavantax.com
NAICS	52
Employees	1-10
Socials

Key Contact at Concentric Wealth Management

Tim Powell

Senior Vice President, Certified Financial Planner (TM)

About Concentric Wealth Management

We believe a critical aspect of our approach to wealth management is educating our clients on the financial concepts behind investing, retirement, estate planning, insurance, and wealth preservation. In our experience, well-informed clients are better able to collaboratively work with our advisers to set focused financial goals. It is important to have a number in your mind for retirement however it’s even more important to have a strategic plan you helped create to pursue your number and, ultimately, your dream of financial freedom. Research, learn, and work together with one of our wealth managers to create your own step-by-step strategic plan that turns your number from a dream to a goal and ultimately to a reality.

Concentric Wealth Management revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Intern

Manager

Employees by Department

Concentric Wealth Management has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

Concentric Wealth Management has never raised funding before.