Nicholas Soutar Simonian
Investment adviser representative at Concentrum Wealth Management
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$986.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Concentrum Wealth ManagementAug 2021 to now
- Shea Labagh DobbersteinJan 2021 to Jun 2021
- The Mclean GroupAug 2020 to Oct 2020
- University of Illinois ChicagoAug 2013 to May 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Concentrum Wealth Management
Legal name: Concentrum Wealth Management, Inc.
$986.8MAssets managed
420Clients
5Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7422490
- Firm CRD
- 167151