Sign in
Create a free account
FLUENT WEALTH PARTNERS
SAN JOSE, CA
408-260-3109
SEC #801-69352Total AUM
$136.3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10 ALMADEN BLVD.
15TH FLOOR
SAN JOSE
CA 95113
United States
15TH FLOOR
SAN JOSE
CA 95113
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
408-260-3109
Financials
Total AUM
$136.3M
Accounts
520Discretionary
$136.3M
Accounts
520Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.