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Building 2CONCERT WEALTH MANAGEMENT

Map pinSAN JOSE, CA
Phone408-856-6310
NotebookSEC #801-67992
Total AUM
$201M
Employees
18
Clients
313

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
1900 THE ALAMEDA
1ST FLOOR
SAN JOSE
CA 95126
United States
Operating Hours
9AM-3PM
Monday - Friday
Phone
408-856-6310
Other Offices
4

ReceiptFinancials

Total AUM
$201M
Accounts
350
Discretionary
$161M
Accounts
342
Non-Discretionary
$40M
Accounts
8

ContactClients

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Individual Clients
245
AUM
$80.9M
HNW Individual Clients
60
AUM
$71.2M
Pension/Profit Sharing Plan Clients
6
AUM
$48.3M
Charitable Organization Clients
2
AUM
$606.4K

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALAZCA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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