Concentric Wealth Management, Llc (1695345) SEC Filing 13F-HR Institutional Manager Holdings report for the period ending Thursday, December 31, 2020

Concentric Wealth Management, Llc

CIK: 1695345

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Definitive Proxy Statement (Form DEF 14A)
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Concentric Wealth Management, Llc's Definitive Proxy Statement (Form DEF 14A) filed after their 2021 10-K Annual Report includes:

  • Voting Procedures
  • Board Members
  • Executive Team
  • Salaries, Bonuses, Perks
  • Peers / Competitors


SEC Filing Tools
CIK: 1695345
Form Type: 13F-HR Manager Holdings
Accession Number: 0001695345-21-000001
Submitted to the SEC: Tue Feb 09 2021 8:17:48 PM EST
Accepted by the SEC: Wed Feb 10 2021
Period: Thursday, December 31, 2020

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