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Building 2FAMILY WEALTH CONSULTANTS, INC.

Map pinSAN JOSE, CA
Phone408-453-2220
NotebookSEC #801-126223
Total AUM
$44.4M
Employees
3
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1541 THE ALAMEDA
SAN JOSE
CA 95126
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
408-453-2220

ReceiptFinancials

Total AUM
$44.4M
Accounts
83
Discretionary
$28.8M
Accounts
18
Non-Discretionary
$15.6M
Accounts
65

ContactClients

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Individual Clients
39
AUM
$6.5M
HNW Individual Clients
14
AUM
$23.5M
Pooled Vehicle Clients
2
AUM
$14.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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