Assets Under Management
$226.9M
Number of Clients
1,162
Number of Advisors
8
Average Client AUM
$195K
AUM per Advisor
$28.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Centric Advisors provides portfolio management services tailored to client goals and risk tolerance, including investment strategy, asset allocation, and regular monitoring. Financial planning services cover investment, insurance, tax, retirement, college, and debt/credit planning. They primarily advise on mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
12549 Louetta Road, Cypress, TX, 77429