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CENTRIPLAN, LLC
CRD 165583
1000 QUAIL STREET, #225, NEWPORT BEACH, CA, 92660, United States
Phone
949-721-1922
Fax
949-474-2177
Registration
— (—)
Source
State registered
Total AUM
$24.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Official SEC filing: View on IAPD