0001695345-19-000003.txt : 20190805 0001695345-19-000003.hdr.sgml : 20190805 20190805142549 ACCESSION NUMBER: 0001695345-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190805 DATE AS OF CHANGE: 20190805 EFFECTIVENESS DATE: 20190805 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CONCENTRIC WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001695345 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: 19998296 BUSINESS ADDRESS: STREET 1: 251 LAFAYETTE CIRCLE, STE 200 CITY: LAFAYETTE STATE: CA ZIP: 94549 BUSINESS PHONE: 925-962-1100 MAIL ADDRESS: STREET 1: 251 LAFAYETTE CIRCLE, STE 200 CITY: LAFAYETTE STATE: CA ZIP: 94549 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001695345 XXXXXXXX 06-30-2019 06-30-2019 CONCENTRIC WEALTH MANAGEMENT, LLC
251 LAFAYETTE CIRCLE, STE 200 LAFAYETTE CA 94549
13F HOLDINGS REPORT 028-17666 N
STEWART A. MCGUIRE CHIEF COMPLIANCE OFFICER 925-962-1100 STEWART A. MCGUIRE LAFAYETTE CA 08-05-2019 0 89 154030 false
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