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Paul Flick Strid

Concentus Wealth Advisors
21 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net Worth
Concentus Wealth Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
322 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$899.1M

Fee Structure

Minimum Investment:None
Minimum Annual Fee:$2,500

Location

3803 West Chester Pike, Suite 225, Newtown Square, PA, 19073

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Concentus Wealth Advisors
February 2014 - Present · 12 yrs
Previous Registrations
Wells Fargo Advisors, LLC
February 2004 - February 2014 · 10 yrs
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.