$9.1M Total AUM
$600.0K Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2007
- Office Locations
- 1
Office Locations
5000 Birch Street Suite 3000 Newport Beach CA
About Centricity Financial LLC
Centricity Financial LLC is a Newport Beach-based RIA. The firm has been operating for 18 years. Managing $9.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$9.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
14.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Value focus Legacy Alpha unison
Client Personas
Element alpha
Investment Themes
Ember north
Investment Vehicles
Element
Services
Atlas Wave Foundation pathway Glacier Beacon north Timber quantum Glacier
Owner & Executives
A
AMIR ANDREW AMADI
ADVISOR, Chief Financial Officer, Managing Partner
- CRD
- #5453289
- Ownership
- 50% but less than 75%
(483) 569-7093
bridge.timber@meridiancapital.com
in linkedin.com/in/catalyst-signal
E
ETHAN NAMVAR
Chief Compliance Officer, Investment Advisor, Managing Partner, PORTFOLIO MANAGER
- CRD
- #5082661
- Ownership
- 50% but less than 75%
(397) 684-2495
vector.zenith@zenithcapital.com
in linkedin.com/in/catalyst-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $600,000 | -- |
| Non-Discretionary | $8,500,000 | -- |
| Total | $9,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,100,000
Other:
8.0% Equity - Exchange:
18.5% Cash:
7.0% Corporate - Investment Grade:
10.9% Corporate - Non-Investment Grade:
13.7% Derivatives:
12.9% Sovereign Bonds:
12.8% Other:
16.2% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $365,319,313 | 8.0% |
| Equity - Exchange | $844,800,911 | 18.5% |
| Cash | $319,654,399 | 7.0% |
| Corporate - Investment Grade | $497,747,564 | 10.9% |
| Corporate - Non-Investment Grade | $625,609,323 | 13.7% |
| Derivatives | $589,077,392 | 12.9% |
| Sovereign Bonds | $584,510,900 | 12.8% |
| Other | $739,771,608 | 16.2% |
| Total | $4,566,491,410 | 100.0% |