Concentrum Wealth Management
Concentrum Wealth Management (CRD# 167151) is a financial advisory firm headquartered in San Jose, CA. They manage $623,528,618 in 1,732 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management624MILLION
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Total Number of Accounts1,732ACCOUNTS
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Average Account Value$360,005
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, HI, OR, TX
Jay Fong (CRD# 3242313) is an Investment Advisor Representative working at Concentrum Wealth Management in San Jose, CA and has over 24 years of experience in the finance industry.
Jeffery Fong (CRD# 2472690) is an Investment Advisor Representative working at Concentrum Wealth Management in San Jose, CA and has over 29 years of experience in the finance industry.
Glenn Young (CRD# 3130060) is an Investment Advisor Representative working at Concentrum Wealth Management in San Jose, CA and has over 25 years of experience in the finance industry.
Lance Pieper (CRD# 6887180) is an Investment Advisor Representative working at Concentrum Wealth Management in San Jose, CA and has 1 year of experience in the finance industry.
Nicholas Simonian (CRD# 7422490) is an Investment Advisor Representative working at Concentrum Wealth Management in San Jose, CA and has 1 year of experience in the finance industry.