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Centric Logo
Centric CB Rank
1780505
Heat Score
54
Centric is an independent boutique investment advisory firm that provides advice and guidance to individuals, families, and businesses.
Founded
obfuscation
Private Chicago, Illinois, United States1-10 www.centricwealthmanagement.com
Advice
Financial Services
Retirement
Wealth Management
Overview

Centric
Heat Score
54

Growth Score
pts
in past quarter
Heat Score 54
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Centric

CB Rank
1780505
Centric is an independent boutique investment advisory firm that provides advice and guidance to individuals, families, and businesses.
Founded
obfuscation
Private Chicago, Illinois, United States1-10 www.centricwealthmanagement.com
Advice
Financial Services
Retirement
Wealth Management

Details

Legal Name Centric Wealth Management LLC
Operating Status Active
Company Type For Profit
Phone Number 1 312-429-6100
Contact Email info@centricwm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Advisory Services
Provides personalized financial advice and guidance to individuals, families, businesses, and institutions to help manage and grow their wealth.
Wealth Management Solutions
Delivers comprehensive wealth management strategies aimed at building, preserving, and managing clients' financial assets.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 4
News
Technology
View Tech Report

Monthly Web Visits

376
623.08%
 in past month

IT Spend

$34.5KThis year, Centric is projected to spend $34.5K on IT, according to Aberdeen.

Active Website Tech Count

5Centric is actively using 5 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  Cloudflare CDN.
Sub-Organizations
Frequently Asked Questions

Where is Centric's headquarters? Centric is located in Chicago, Illinois, United States.Who are Centric's competitors? Alternatives and possible competitors to Centric may include HighTower Advisors, Cresset, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
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