Family Wealth Consultants, Inc.

Family Wealth Consultants, Inc. (CRD# 128494) is a financial advisory firm headquartered in San Jose, CA. They manage $19,998,494 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1541 The Alameda, San Jose, CA 95126
http://www.fwcgfunds.net
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $4,999,624
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Family Wealth Consultants, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Craig Martin, financial advisor San Jose CA
Craig L. Martin
CRD#: 1021669
1541 The Alameda, San Jose, CA 95126

Craig Martin (CRD# 1021669) is an Investment Advisor Representative working at Family Wealth Consultants, Inc. in San Jose, CA and has over 29 years of experience in the finance industry.

2
Peggy Martin, financial advisor San Jose CA
Peggy D. Martin
CRD#: 3004511
1541 The Alameda, San Jose, CA 95126

Peggy Martin (CRD# 3004511) is an Investment Advisor Representative working at Family Wealth Consultants, Inc. in San Jose, CA and has over 25 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.

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