Centricity Financial
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
5000 Birch St Ste 3000, Newport Beach, C...Phone Number
(949) 444-2295Website
www.centricityfinancial.comRevenue
<$5 MillionIndustry
About Centricity Financial
Centricity Financial, LLC is a registered investment advisory firm focused on assisting individuals and organizations in achieving their financial goals. The firm offers a variety of services including investment and wealth management, real estate and tax planning, risk management and insurance, as well as retirement planning. Committed to delivering innovative strategies and dedicated service, Centricity Financial prides itself on providing objective and unbiased advice as an independent advisory firm. Their team is composed of experienced investment professionals who prioritize client needs and satisfaction.Explore more
Centricity Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Centricity Financial
<$5M
1-10
Private
-
2010
EN
Ethan NamvarManaging Partner and Chief Investment Officer
Centricity Financial Tech Stack
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Centricity Financial, LLC is a registered investment advisory firm focused on assisting individuals and organizations in achieving their financial goals. The firm offers a variety of services including investment and wealth management, real estate and tax planning, risk management and insurance, as well as retirement planning. Committed to deliveri... Read More
