Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001695345-21-000001
Filing Date
2021-02-10
Accepted
2021-02-09 20:17:48
Documents
2
Period of Report
2020-12-31
Effectiveness Date
2021-02-10

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1914
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 65730
  Complete submission text file 0001695345-21-000001.txt   68822
Mailing Address 251 LAFAYETTE CIRCLE, STE 200 LAFAYETTE CA 94549
Business Address 251 LAFAYETTE CIRCLE, STE 200 LAFAYETTE CA 94549 925-962-1100
CONCENTRIC WEALTH MANAGEMENT, LLC (Filer) CIK: 0001695345 (see all company filings)

EIN.: 262322896 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-17666 | Film No.: 21608703