Concentric

Firm record

As recorded in SEC IAPD

Firm CRD

321633

SEC number

801-125744

Firm type

RIA

Assets under management

$13.9B as of Mar 31, 2026

Website

concentricinnovation.com ↗

Phone

888-265-2257

Address

1333 N. California Blvd, Walnut Creek, CA, 94596

Advisors at this firm

12 in our index · page 1 of 1

• Rahul Nmn AgrawalCRD 4840980 · Walnut Creek, CA
  IA Registered
• Frederick Ross BacaniCRD 3059729 · Newtown Square, PA
  IA Registered
• Adrian Enrique ColmenaresCRD 7467176 · Boston, MA
  IA Registered
• Ashley Elaine DuffeyCRD 6993529 · Lakewood, CO
  IA Registered
• Gael Fonseca GutierrezCRD 8160174 · Walnut Creek, CA
  IA Registered
• Elena GorskayaCRD 6538655 · Walnut Creek, CA
  IA Registered
• Luke Desmond HassCRD 7968105 · Walnut Creek, CA
  IA Registered
• Bryan James LeeCRD 7120950 · New York, NY
  IA Registered
• Lindy Rebecca MossCRD 8172551 · Boston, MA
  IA Registered
• Eric Scott ShulenbergerCRD 4817831 · Newtown Square, PA
  IA Registered
• Ralph Michael StudleyCRD 4514830 · Boston, MA
  IA RegisteredRegistration inactive
• Jia XuCRD 7111587 · Walnut Creek, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.