Centric Capital Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

101 W Anapamu St, Santa Barbara, Califor...

Phone Number

(310) 579-9060

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Centric Capital Advisors

Centric Capital Advisors is an Independent Investmentand Insurance advisor practice in the Santa Barbara and Los Angeles, California areas. We are a diverse and unique team of advisors with varied multi-generational experience. Our goal is to provide objective and unbiased financial planning to help you manage, grow and protect your assets through life's transitions. We strive to continuously expand our individual and collective knowledge as we believe this provides a best-in-class experience for our clients.Explore more
Centric Capital Advisors's Social MediaPopular SearchesCentric Capital Advisors LLCCentric Capital Advisors IncCentric Capital AdvisorsCentric Capital Advisors" IncCentric Capital LLCSIC Code 62,628NAICS Code 52,523Show more

Centric Capital Advisors Org Chart

PhoneEmail
LW
United States flag for contact location.

Chief Operating Officer & Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Centric Capital Advisors

<$5M
1-10
Private
-
2014
LW
L. WilliamsonChief Operating Officer & Partner
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
1-10
Private
-
2022
Michael Sharber, Manager Partner, Wealth Advisor at Polaris Private Wealth
Michael SharberManager Partner, Wealth Advisor
<$5M
1-10
Private
-
1995
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Centric Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Centric Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Centric Capital Advisors.

Centric Capital Advisors Tech Stack

A closer look at the technologies used by Centric Capital Advisors

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Frequently Asked Questions Regarding Centric Capital Advisors

What is Centric Capital Advisors's official website?
Centric Capital Advisors's official website is www.centriccapitaladvisors.com
What is Centric Capital Advisors's Revenue?
Centric Capital Advisors's revenue is <$5 Million
What is Centric Capital Advisors's SIC code?
Centric Capital Advisors's SIC: 62,628
What is Centric Capital Advisors's NAICS code?
Centric Capital Advisors's NAICS: 52,523
How many employees does Centric Capital Advisors have?
Centric Capital Advisors has 1-10 employees
What industry does Centric Capital Advisors belong to?
Centric Capital Advisors is in the industry of: Finance, Insurance, Securities Trading
What is Centric Capital Advisors competition?
Centric Capital Advisors top competitors include: Roseman Wealth Advisors, Cabot Family Office, Polaris Private Wealth, Alliance Wealth Advisors
What technology does Centric Capital Advisors use?
Some of the popular technologies that Centric Capital Advisors uses are: Google Universal Analytics, Eploy, Engage ATS, Google Font API
How do I contact Centric Capital Advisors?
Centric Capital Advisors contact info: Phone number: (310) 579-9060 Website: www.centriccapitaladvisors.com
What does Centric Capital Advisors do?

Centric Capital Advisors is an Independent Investmentand Insurance advisor practice in the Santa Barbara and Los Angeles, California areas. We are a diverse and unique team of advisors with varied multi-generational experience. Our goal is to provide objective and unbiased financial planning to help you manage, grow and protect your assets through... life's transitions. We strive to continuously expand our individual and collective knowledge as we believe this provides a best-in-class experience for our clients.Read More

What are Centric Capital Advisors social media links?
Centric Capital Advisors Linkedin page Centric Capital Advisors Twitter page Centric Capital Advisors Facebook page
Is Centric Capital Advisors a public company?
Centric Capital Advisors is private company therefore does not currently have an official ticker symbol
See more information about Centric Capital Advisors

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