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CONCENTRIC WEALTH MANAGEMENT Active

Finance & Insurance


Contact information


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CONCENTRIC WEALTH MANAGEMENT Business Credit Report

A Business Credit Report for CONCENTRIC WEALTH MANAGEMENT is available for instant download. The report will provide you with a credit score and credit limit recommendation for CONCENTRIC WEALTH MANAGEMENT, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

CONCENTRIC WEALTH MANAGEMENT

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

List of Employees & Key Executives at CONCENTRIC WEALTH MANAGEMENT

Currently, an estimated 10 of people are executives and employees at CONCENTRIC WEALTH MANAGEMENT..
To access the basic contact information and to verify the details on employees and key executives, including phone numbers, emails, and employee names for CONCENTRIC WEALTH MANAGEMENT,get a complete list breakdown. In addition, you can export all the contact details to an existing CRM or Excel sheet by upgrading your account, subscribing to our platform, and clicking here.


Total Employee Count

Total employees

10

Management Level


14

Top

29

Middle

Employee Job Title Email Phone Country
Stewart Mcguire Chief Information Officer And Principal
********@concentric-wealth.com
+181837***** US
Eric Flett Chief Executive Officer And Principal
****@concentric-wealth.com
+192587***** US
Diego Vallota Wealth Manager, Director
*****@concentric-wealth.com
+151360***** US
Nicole Hanson Financial Planner
******@concentric-wealth.com
+165027***** US
Josh Wentz Wealth Management Associate
****@concentric-wealth.com
- US

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CONCENTRIC WEALTH MANAGEMENT Group Structure

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CONCENTRIC WEALTH MANAGEMENT Shareholders and Ultimate Beneficial Owners (UBO)

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CONCENTRIC WEALTH MANAGEMENT’s Competitors:

The list of competitors for CONCENTRIC WEALTH MANAGEMENT may include: HINGHAM INSTITUTION FOR SAVINGS, PATRIOT NATIONAL BANCORP, INC., GREENE COUNTY BANCORP, INC., CARVER BANCORP, INC., MIFFLINBURG BANCORP, INC.. For more information or to view the entire competitor list, upgrade your account today, and get access to CONCENTRIC WEALTH MANAGEMENT competitors by clickinghere.


HINGHAM INSTITUTION FOR SAVINGS


Revenue
64,561,000.0
Age
-9 years
Employees
87
Industry
View Financial Services
Website
View http://hingham************

PATRIOT NATIONAL BANCORP, INC.


Revenue
34,246,000.0
Age
26 years
Employees
129
Industry
View Financial Services
Website
View http://bankp***********

GREENE COUNTY BANCORP, INC.


Revenue
64,887,000.0
Age
27 years
Employees
189
Industry
View Management Services
Website
View http://thebankofg****************

CARVER BANCORP, INC.


Revenue
29,284,000.0
Age
28 years
Employees
111
Industry
View Banks
Website
View http://carve**********

MIFFLINBURG BANCORP, INC.


Revenue
15,892,000.0
Age
42 years
Employees
77
Industry
View Financial Services
Website
View http://mb*******

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CONCENTRIC WEALTH MANAGEMENT News & Activities


Turnover

CONCENTRIC WEALTH MANAGEMENT has submitted new account statements and has reported a turnover of $532,000.00, a 0.0% decrease year-over-year.

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CONCENTRIC WEALTH MANAGEMENT’s FAQs


Where is CONCENTRIC WEALTH MANAGEMENT registered office?

CONCENTRIC WEALTH MANAGEMENT is located at 251 Lafayette Cir, United States.

How can I contact CONCENTRIC WEALTH MANAGEMENT?

You can call CONCENTRIC WEALTH MANAGEMENT at the following number +192596*****

What is the website of CONCENTRIC WEALTH MANAGEMENT?

CONCENTRIC WEALTH MANAGEMENT website is https://www.concentricwealthmgmt.com/

How many people work at CONCENTRIC WEALTH MANAGEMENT?

According to the latest account statement, there are currently 10 of employees working for CONCENTRIC WEALTH MANAGEMENT.

How much revenue does CONCENTRIC WEALTH MANAGEMENT make?

Based on the latest financial accounts submitted on None, the company made $532,000.00 for None, which went down by 0.0%.

What is the Business Credit Score of CONCENTRIC WEALTH MANAGEMENT and how reliable is the company?

In order to check the business credit score of CONCENTRIC WEALTH MANAGEMENT, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does CONCENTRIC WEALTH MANAGEMENT pay their invoices on time?

By requesting a Business Credit Report for CONCENTRIC WEALTH MANAGEMENT, you will be able to gain more insights about the CONCENTRIC WEALTH MANAGEMENT payment trends.

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