Concentus Wealth Advisors

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

1000 Continental Dr Ste 560, King Of Pru...

Phone Number

(610) 994-9190

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Concentus Wealth Advisors

Concentus Wealth Advisors is a Registered Investment Adviser that offers advisory services tailored to clients in various life stages, particularly focusing on wealth planning and financial freedom. Their services are designed for families seeking trustworthy and competent guidance in managing their wealth, emphasizing fiduciary responsibility. They cater to clients transitioning into the Maturing and Exploring stages of life, addressing unique financial challenges and opportunities during these phases. Committed to ethical stewardship, Concentus aims to provide clients with peace of mind and a solid foundation for their financial future.Explore more
Concentus Wealth Advisors's Social MediaPopular SearchesConcentus Wealth AdvisorsConcentus WealthStrid Group LLCConcentusConcentuswealthSIC Code 62,628NAICS Code 52,523Show more

Concentus Wealth Advisors Org Chart

Paul Strid, Founding Principal and Chief Executive Officer at Concentus Wealth Advisors
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Founding Principal and Chief Executive Office...

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TG
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Managing Director

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NH
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Managing Director and Shareholder

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EE
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Summer Analyst

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GS
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Founding Principal

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GR
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Wealth Advisor

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JL
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Wealth Advisor

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JS
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Accounting Bookkeeper

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AN
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Wealth Management Summer Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Concentus Wealth Advisors

<$5M
11-50
Private
-
2014
Paul Strid, Founding Principal and Chief Executive Officer at Concentus Wealth Advisors
Paul StridFounding Principal and CEO
$6.1M
1-10
Private
-
2006
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
2022
AC
Adilene CalixtroManager, Client Services
<$5M
1-10
Private
-
2016
BH
Brad HurlbutChief Financial Officer
<$5M
1-10
Private
-
-
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Concentus Wealth Advisors Tech Stack

A closer look at the technologies used by Concentus Wealth Advisors

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Frequently Asked Questions Regarding Concentus Wealth Advisors

What is Concentus Wealth Advisors's official website?
Concentus Wealth Advisors's official website is www.concentus.com
What is Concentus Wealth Advisors's Revenue?
Concentus Wealth Advisors's revenue is <$5 Million
What is Concentus Wealth Advisors's SIC code?
Concentus Wealth Advisors's SIC: 62,628
What is Concentus Wealth Advisors's NAICS code?
Concentus Wealth Advisors's NAICS: 52,523
How many employees does Concentus Wealth Advisors have?
Concentus Wealth Advisors has 11-50 employees
What industry does Concentus Wealth Advisors belong to?
Concentus Wealth Advisors is in the industry of: Finance, Securities Trading
What is Concentus Wealth Advisors competition?
Concentus Wealth Advisors top competitors include: Meert/Zoller Financial Group, radiclewealth.com, Grove Wealth Advisors, Alliance Wealth Advisors
What technology does Concentus Wealth Advisors use?
Some of the popular technologies that Concentus Wealth Advisors uses are: WooCommerce, Salesforce Pardot, Eploy, Engage ATS
How do I contact Concentus Wealth Advisors?
Concentus Wealth Advisors contact info: Phone number: (610) 994-9190 Website: www.concentus.com
What does Concentus Wealth Advisors do?

Concentus Wealth Advisors is a Registered Investment Adviser that offers advisory services tailored to clients in various life stages, particularly focusing on wealth planning and financial freedom. Their services are designed for families seeking trustworthy and competent guidance in managing their wealth, emphasizing fiduciary responsibility. The... y cater to clients transitioning into the Maturing and Exploring stages of life, addressing unique financial challenges and opportunities during these phases. Committed to ethical stewardship, Concentus aims to provide clients with peace of mind and a solid foundation for their financial future.Read More

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

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