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Building 2POTENTIA WEALTH

Map pinSAN JOSE, CA
Phone408-288-7886
NotebookSEC #801-129366
Total AUM
$569.1M
Employees
16
Clients
731

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1226 LINCOLN AVE
SUITE 200
SAN JOSE
CA 95125
United States
Operating Hours
8:00 - 5:00 PST
Monday - Friday
Phone
408-288-7886
Other Offices
1

ReceiptFinancials

Total AUM
$569.1M
Accounts
1,253
Discretionary
$569.1M
Accounts
1,253
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
330
AUM
$80.9M
HNW Individual Clients
392
AUM
$453M
Pension/Profit Sharing Plan Clients
2
AUM
$256.4K
Charitable Organization Clients
1
AUM
$146.9K
Corporation or Business Clients
6
AUM
$34.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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