CONCENTRUM WEALTH MANAGEMENT - Financial Advisor in California, San Jose

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

No. of Advisors:

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

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