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ADVISOR PARTNERS II, LLC

Doing business as CONCENTRIC. SEC Form ADV profile.

Total regulatory AUM
$13,910,765,668
Discretionary
$13,910,765,668
Non-discretionary
$0

Firm details

CRD number
321633
SEC file number
801-125744
Main office
WALNUT CREEK, CA, United States
Employees
26
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.