CONCENTRIC

ADVISOR PARTNERS II, LLC

CRD 321633 · SEC 801-125744

Visit website

1333 N. CALIFORNIA BLVD, SUITE 680, WALNUT CREEK, CA, 94596, United States

Phone

888-265-2257

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$13.91B

Discretionary AUM

$13.91B

Team

26 total employees; 16 advisory reps; 3 broker-dealer reps

Clients

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Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)CONSTRUCTION OF MODEL SECURITIES PORTFOLIOS

Client types

Type	Clients	AUM
Individuals	762	$554.8M
High net worth individuals	4380	$11.68B
Pension/profit sharing plans	3	$21.6M
Charitable organizations	91	$352.5M
Other investment advisers	4	$12.4M
Corporations/business entities	131	$1.29B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD