CONCENTUS WEALTH ADVISORS of NEWTOWN SQUARE, PA is an SEC-registered investment adviser (CRD 170052). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Erik Ortlieb Strid | MANAGING MEMBER | — |
| Paul Flick Strid | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| STRID ERIK ORTLIEB | MANAGING MEMBER | — |
| STRID PAUL FLICK | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |