Concentrum Wealth Management

Concentrum Wealth Management (CRD# 167151) is a financial advisory firm headquartered in San Jose, CA. They manage $152,500,000 in 818 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    818
    ACCOUNTS
  • Average Account Value
    $186,430
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, TX

Financial Advisors at Concentrum Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Jay C. Fong
CRD#: 3242313
353 Piercy Road, San Jose, CA 95138
86
Wealthminder
score

Jay Fong (CRD# 3242313) is an Investment Advisor Representative working at Concentrum Wealth Management in San Jose, CA and has over 17 years of experience in the finance industry. Jay Fong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffery E. Fong
CRD#: 2472690
353 Piercy Road, San Jose, CA 95138
86
Wealthminder
score

Jeffery Fong (CRD# 2472690) is an Investment Advisor Representative working at Concentrum Wealth Management in San Jose, CA and has over 22 years of experience in the finance industry. Jeffery Fong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Heather M. Sadique
CRD#: 2623531
353 Piercy Road, San Jose, CA 95138
84
Wealthminder
score

Heather Sadique (CRD# 2623531) is an Investment Advisor Representative working at Concentrum Wealth Management in San Jose, CA and has over 18 years of experience in the finance industry. Heather Sadique has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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