CENTRICITY FINANCIAL LLC

RIASEC Registered
Total AUM
$9.1M
Discretionary
$600K
7% of AUM
Avg account
$479K
Accounts
19
Employees
1
Advisory reps
2

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
145561
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI93.41%
  • Pension & Profit Sharing Plans6.59%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Centricity Financial LLC is an independent, individual-owned Registered Investment Advisor that serves both individual and family clients as well as institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Its fee model combines a percentage-of-assets-under-management structure with the option for hourly charges. Centricity reports it is not an active ESG investor and does not operate as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 50%, Exchange Traded Equities 24%, Cash & Cash Equivalents 15%, Sovereign Bonds 2%, Investment Grade Corp Bonds 2%, Non-Investment Grade Corp Bonds 2%, Derivatives 2%, US Government Bonds 1%, State & Local Bonds 1%, Public Funds/Mutual Funds 1%50%
  • Other50%
  • Exchange Traded Equities24%
  • Cash & Cash Equivalents15%
  • Sovereign Bonds2%
  • Investment Grade Corp Bonds2%

Owners & executives

2 of 2

  • ETHAN NAMVAR

    Managing Partner and Chief Investment OfficerCRD 5082661

  • AMIR AMADI

    Managing Partner and Chief Investment OfficerCRD 5453289

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
5000 Birch St
Time zone
PT (UTC-8)
Office locations

Similar firms

GLOBAL DIVERSIFIED INVESTMENTS

RIA

NEWPORT BEACH, CA

AUM $9.4MTEAM 1REPS 1

CAMPBELL ADVISORY SERVICES, LLC

RIA

NEWPORT BEACH, CA

AUM $9.5MTEAM 1REPS 1

ONITUS CAPITAL, LLC

RIA

NEWPORT BEACH, CA

AUM $9.6MTEAM 1REPS 2

DAVENPORT ADVISORS 14 LLC

RIA

NEWPORT BEACH, CA

AUM $9.7MTEAM 1REPS 2

PARADOX INVESTMENT PARTNERS LLC

RIA

NEWPORT BEACH, CA

AUM $8.1MTEAM 1REPS 1

ALTERNITY INVESTMENT ADVISORS

RIA

NEWPORT BEACH, CA

AUM $8.1MTEAM 1REPS 2
More RIAs in NEWPORT BEACH →All California RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth