Erik Ortlieb Strid

CFP · ChFC

32 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net Worth

Concentus Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

322 clients

Average Client Portfolio

$2.8M average

Assets Under Management

$899.1M

Fee Structure

Minimum Investment:None

Minimum Annual Fee:$2,500

Location

3803 West Chester Pike, Suite 225, Newtown Square, PA, 19073

Get directions

History

Regulatory History (1)

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Criminal

March 1990

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Erik is the CEO/Principal of Concentus Wealth Advisors, dedicating nearly full-time hours to this role. He is also involved in several insurance-related businesses, including PKS Financial Services, Millenium Brokerage Group, TIME, Dynasty Insurance Services, and BKA Private Wealth Consultants, and is the author of two books.