CONCENTRUM WEALTH MANAGEMENT
Tel: 408-840-4030 353 Piercy Road San Jose, California 95138
About 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
Firm CRD#:
167151
Firm SEC#:
801-77888
Assets Under Management:
$623,528,618
No. of Clients:
1732
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
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