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 5 states (or territories).

Current Firm Details
353 Piercy Road, San Jose, CA 95138
https://www.linkedin.com/company/concentrum-wealth-management/
By the Numbers
  • Total Assets Under Management
    624
    MILLION
  • Total Number of Accounts
    1,732
    ACCOUNTS
  • Average Account Value
    $360,005
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, HI, OR, TX

Financial Advisors at Concentrum Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Jay Fong, financial advisor San Jose CA
Jay C. Fong
CRD#: 3242313
353 Piercy Road, San Jose, CA 95138

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.

2
Jeffery Fong, financial advisor San Jose CA
Jeffery E. Fong
CRD#: 2472690
353 Piercy Road, San Jose, CA 95138

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.

3
Glenn Young, financial advisor San Jose CA
Glenn D. Young
CRD#: 3130060
353 Piercy Road, San Jose, CA 95138

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.

4
Lance Pieper, financial advisor San Jose CA
Lance Pieper
CRD#: 6887180
353 Piercy Rd., San Jose, CA 95138

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.

5
Nicholas Simonian, financial advisor San Jose CA
Nicholas S. Simonian
CRD#: 7422490
353 Piercy Road, San Jose, CA 95138

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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