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FAMILY WEALTH CONSULTANTS, INC.
FAMILY WEALTH CONSULTANTS, INC.
SAN JOSE, California
·
1 registered advisor
·
CRD# 128494
SEC# 801-126223
0
408-453-2220
01
Firm Overview
AUM
$44M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at FAMILY WEALTH CONSULTANTS, INC.
1 registered advisor
Craig Lee Martin
SAN JOSE, California
CRD# 1021669
05
Office Locations
SAN JOSE, California
1 advisor
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Data sourced from SEC Form ADV filings. FAMILY WEALTH CONSULTANTS, INC. (CRD# 128494) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.