0001695345-24-000001.txt : 20240214
0001695345-24-000001.hdr.sgml : 20240214
20240214162516
ACCESSION NUMBER: 0001695345-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240214
DATE AS OF CHANGE: 20240214
EFFECTIVENESS DATE: 20240214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CONCENTRIC WEALTH MANAGEMENT, LLC
CENTRAL INDEX KEY: 0001695345
ORGANIZATION NAME:
IRS NUMBER: 262322896
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17666
FILM NUMBER: 24638871
BUSINESS ADDRESS:
STREET 1: 251 LAFAYETTE CIRCLE, STE 250
CITY: LAFAYETTE
STATE: CA
ZIP: 94549
BUSINESS PHONE: 925-962-1100
MAIL ADDRESS:
STREET 1: 251 LAFAYETTE CIRCLE, STE 250
CITY: LAFAYETTE
STATE: CA
ZIP: 94549
13F-HR
1
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0001695345
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12-31-2023
12-31-2023
CONCENTRIC WEALTH MANAGEMENT, LLC
251 LAFAYETTE CIRCLE, STE 250
LAFAYETTE
CA
94549
13F HOLDINGS REPORT
028-17666
000144773
801-68940
N
STEWART A. MCGUIRE
CHIEF COMPLIANCE OFFICER
925-962-1100
STEWART A. MCGUIRE
LAFAYETTE
CA
02-14-2024
0
126
344480625
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