POTENTIA WEALTH
Tel: 408-288-7886 1226 Lincoln Ave Suite 200 San Jose, California 95125
About POTENTIA WEALTH
POTENTIA WEALTH is a San Jose, California based financial advisory firm with nearly $309,930,534 in assets under management and provides investment advisory services for 859 clients. There are currently 14 financial advisors at the firm.
General Information
Firm CRD#:
329135
Firm SEC#:
801-129366
Assets Under Management:
$309,930,534
No. of Clients:
859
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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