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
Family Wealth Consultants, Inc.
By the Numbers
-
Total Assets Under Management20MILLION
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Total Number of Accounts4ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Family Wealth Consultants, Inc.
1
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 (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.
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