SEC CRD #801-125744
Concentric Innovation is a portfolio management firm founded in 2001 that manages $13B+ in assets through precision-optimized portfolio construction, including index and active equity strategies with tax-loss harvesting and daily rebalancing capabilities.
DOUGLAS MCCALL
CHIEF COMPLIANCE OFFICER
📞 (888) 265-2257
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AUM
$13.9B
Location
WALNUT CREEK, CA
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