Concentrum Wealth Management
San Jose, California
Concentrum Wealth Management, a small investment advisory firm based in San Jose, CA, boasts a strong presence in the financial services industry. With two offices and a total of seven dedicated employees, Concentrum Wealth Management specializes in providing expert investment advisory services. Four of their experienced professionals cater specifically to investment advisory needs, ensuring personalized attention and tailored solutions for their clients. With an average of $103,370,000 in assets under management per investment advisor, Concentrum Wealth Management stands on par with the industry average in terms of managing subs...
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Assets Under Mgmt

$413.46M

Investment Professionals

4

Locations

1

% 401K & Individual

13%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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