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CONCENTRUM WEALTH MANAGEMENT

Tel: 408-840-4030
353 Piercy Road
San Jose, California  95138

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CONCENTRUM WEALTH MANAGEMENT

CONCENTRUM WEALTH MANAGEMENT is a San Jose, California based financial advisory firm with nearly $623,528,618 in assets under management and provides investment advisory services for 1732 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

167151

SEC#:

801-77888

No. of Clients:

1732

Assets under Management

$623,528,618

No. of Advisors:

7

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