CORINTHIAN WEALTH MANAGEMENT, INC.

CORINTHIAN WEALTH MANAGEMENT
SAN JOSE, California·3 registered advisors·CRD# 312196
SEC# 801-1205130408-995-0915
01

Firm Overview

AUM
$84M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CORINTHIAN WEALTH MANAGEMENT, INC.

3 registered advisors
David Steven Samuels
SAN JOSE, California
Eleonora Jovel Tomasello
SAN JOSE, California
Richard Devin Mackie
SAN JOSE, California
05

Office Locations

SAN JOSE, California
3 advisors

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Data sourced from SEC Form ADV filings. CORINTHIAN WEALTH MANAGEMENT, INC. (CRD# 312196) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.