| Name | Title | Ownership | Since |
|---|---|---|---|
| Fgmk Advisory, LLC Control | Member | 50-75% | 2006 |
| Stacie J'Ann Zapfel | Chief Compliance Officer | Under 5% | 2012 |
| Virgil John Rutili Control | Member | 50-75% | 2018 |
Centric Wealth Management, LLC reports $725.6 million in regulatory assets under management on its Form ADV.
Centric Wealth Management, LLC reports 13 employees.
Centric Wealth Management, LLC is based in Chicago, IL and has been SEC-registered since 2005.
Centric Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 333 W. Wacker Drive, 6th Floor, Chicago, IL 60606 |
| Phone | 312-429-6100 |
| Fax | 312-429-6110 |
| Office hours | 8:30-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1752761 |
| Discloses disciplinary history | No |
| Discretionary | $724.3M |
| Non-discretionary | $1.3M |
| Total (RAUM) | $725.6M |