CONCENTRUM WEALTH MANAGEMENT, INC.

CONCENTRUM WEALTH MANAGEMENT
SAN JOSE, California·3 registered advisors·CRD# 167151
SEC# 801-778881408-840-4030
01

Firm Overview

AUM
$624M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CONCENTRUM WEALTH MANAGEMENT, INC.

3 registered advisors
Jay Christopher Fong
SAN JOSE, California
Jeffery Eric Fong
SAN JOSE, California
Trang D Nguyen
SAN JOSE, California
05

Office Locations

SAN JOSE, California
3 advisors

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Data sourced from SEC Form ADV filings. CONCENTRUM WEALTH MANAGEMENT, INC. (CRD# 167151) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.