CORINTHIAN WEALTH MANAGEMENT
San Jose, California
Corinthian Wealth Management, a leading investment advisory firm headquartered in San Jose, CA, caters to a diverse clientele seeking expert financial guidance. With a single office location, this small yet highly proficient firm is committed to delivering personalized wealth management solutions. The team at Corinthian Wealth Management comprises three dedicated professionals, including Claudia Deras, Eleonora Tomasello, and David Samuels, who possess extensive industry experience.
Boasting a substantial client base, Corinthian Wealth Management serves over 310 individual clients, effectively managing a remarkable $80,591,000 in...
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Assets Under Mgmt
$80.59M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
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
Disclosures
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