Concentric

Who works here

• AC
  Adrian Enrique Colmenares
• AD
  Ashley Elaine Duffey
• BL
  Bryan James Lee
• EG
  Elena Gorskaya
• ES
  Eric Scott Shulenberger
• FB
  Frederick Ross Bacani
• JX
  Jia Xu
• LM
  Lindy Rebecca Moss
• LH
  Luke Desmond Hass
• RA
  Rahul Nmn Agrawal
• RS
  Ralph Michael Studley

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Portfolio management

Concentric

Legal name: Advisor Partners Ii, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

321633