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CONCENTRUM WEALTH MANAGEMENT
SAN JOSE, CA
408-840-4030
SEC #801-77888Total AUM
$986.8M
Employees
7Clients
420Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
353 PIERCY ROAD
SAN JOSE
CA 95138
United States
SAN JOSE
CA 95138
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
408-840-4030
Other Offices
2
Financials
Total AUM
$986.8M
Accounts
1,546Discretionary
$982.8M
Accounts
1,543Non-Discretionary
$4M
Accounts
3
Clients
Individual Clients
202AUM
$73.3M
HNW Individual Clients
179AUM
$812.1M
Pension/Profit Sharing Plan Clients
28AUM
$71.6M
Charitable Organization Clients
2AUM
$616.7K
Corporation or Business Clients
9AUM
$29.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLHINCNVORTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.