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CENTRICITY FINANCIAL LLC
CRD 145561 · SEC 801-72712
5000 BIRCH STREET, SUITE 3000, NEWPORT BEACH, CA, 92660, United States
Phone
949-444-2295
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.1M
Discretionary AUM
$600K
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4 | $8.5M |
| Pension/profit sharing plans | 1 | $600K |
All web addresses on file
Official SEC filing: View on IAPD