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CLIENT CENTRIC ADVISORS, INC.

EIN 46-2076285-investment banking-Latest filing 2025
Plans
1
Retirement
1
$4.4M assets
Welfare
0
Participants
2
2 CROSFIELD AVENUE, SUITE 105 - WEST NYACK, NY 10994845-535-3474LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#002401k-$4.4M - 2 part

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Retirement#002

CLIENT CENTRIC ADVISORS, INC. PROFIT SHARING 401K PLAN

401k

Assets$4.4M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CLIENT CENTRIC ADVISORS, INC. PROFIT SHARING 401K PLAN401k$4.4M22025
Retirement plans
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