CENTRICITY WEALTH MANAGEMENT, LLC
Tel: 614-392-5155 515 Executive Campus Drive Suite 100 Westerville, Ohio 43082
About CENTRICITY WEALTH MANAGEMENT, LLC
CENTRICITY WEALTH MANAGEMENT, LLC is a Westerville, Ohio based financial advisory firm with nearly $160,234,040 in assets under management and provides investment advisory services for 548 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
165664
Firm SEC#:
801-77519
Assets Under Management:
$160,234,040
No. of Clients:
548
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
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