Corinthian Wealth Management

Corinthian Wealth Management (CRD# 312196) is a financial advisory firm headquartered in San Jose, CA. They manage $90,481,718 in 321 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1625 The Alameda, Suite 308, San Jose, CA 95126
https://www.facebook.com/corinthianwealth
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $281,875
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
  • 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.

CA

Financial Advisors at Corinthian Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
David Samuels, financial advisor San Jose CA
David S. Samuels
CRD#: 2142428
1625 The Alameda, Suite 308, San Jose, CA 95126

David Samuels (CRD# 2142428) is an Investment Advisor Representative working at Corinthian Wealth Management in San Jose, CA and has over 32 years of experience in the finance industry.

2
Eleonora Tomasello, financial advisor San Jose CA
Eleonora J. Tomasello
CRD#: 6197984
1625 The Alameda, Suite 308, San Jose, CA 95126

Eleonora Tomasello (CRD# 6197984) is an Investment Advisor Representative working at Corinthian Wealth Management in San Jose, CA and has over 10 years of experience in the finance industry.

3
Claudia Deras, financial advisor San Jose CA
Claudia E. Deras
CRD#: 7283608
1625 The Alameda, Suite 308, San Jose, CA 95126

Claudia Deras (CRD# 7283608) is an Investment Advisor Representative working at Corinthian Wealth Management in San Jose, CA and has over 2 years 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals