Centric Capital Advisors, LLC at 9100 Wilshire Blvd STE 333 E, Beverly Hills, Ca 90212 lists Roger Davis of Beverly Hills, CA as the associate.
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Harold Kern
Individual Agent
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9100 WILSHIRE BLVD STE 333 E, BEVERLY HILLS, CA 90212
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Roger Davis
Manager
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9100 WILSHIRE BLVD STE 333 E, BEVERLY HILLS, CA 90212
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9100 WILSHIRE BLVD STE 333 E, BEVERLY HILLS, CA 90212
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCENTRIC CAPITAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 0 Assets BOY/EOY$15,054 / $0 | 2022 | CENTRIC CAPITAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 4 / 0 | $15,054 / $0 |
| 2021 | Plan NameCENTRIC CAPITAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$19,356 / $15,054 | 2021 | CENTRIC CAPITAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 3 / 4 | $19,356 / $15,054 |
| 2020 | Plan NameCENTRIC CAPITAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$21,545 / $19,356 | 2020 | CENTRIC CAPITAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $21,545 / $19,356 |
| 2019 | Plan NameCENTRIC CAPITAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $21,545 | 2019 | CENTRIC CAPITAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $0 / $21,545 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/16/2020 | Approved$20,300 Forgiven$20,526 LenderMidFirst Bank Jobs5 | 04/16/2020 | $20,300 | $20,526 | MidFirst Bank | 5 |
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