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Building 2PARKWORTH WEALTH MANAGEMENT, INC.

Map pinSAN JOSE, CA
Phone408-436-9800
NotebookSEC #801-66293
Total AUM
$39.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1737 N. FIRST STREET
SUITE 290
SAN JOSE
CA 95112-4505
United States
Operating Hours
8:30 AM TO 6:30 PM
Monday - Friday
Phone
408-436-9800

ReceiptFinancials

Total AUM
$39.8M
Accounts
166
Discretionary
$37.7M
Accounts
159
Non-Discretionary
$2.1M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

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

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