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Building 2FAMILY WEALTH CONSULTANTS, INC.

Map pinSAN JOSE, CA
Phone408-977-9250
NotebookSEC #801-62297
Total AUM
$30M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
84 SOUTH FIRST STREET
2ND FLOOR
SAN JOSE
CA 95113
USA
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
408-977-9250

ReceiptFinancials

Total AUM
$30M
Accounts
75
Discretionary
$0
Accounts
0
Non-Discretionary
$30M
Accounts
75

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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