CONCENTRUM WEALTH MANAGEMENT

353 Piercy Road
San Jose, California 95138
Tel: 408-840-4030

About CONCENTRUM WEALTH MANAGEMENT

CONCENTRUM WEALTH MANAGEMENT, formally registered with the SEC as CONCENTRUM WEALTH MANAGEMENT. The firm was established in 04/19/2013. They have over 2 offices throughout the country.

CONCENTRUM WEALTH MANAGEMENT is a San Jose, California based Financial Planning firm with nearly $623,528,618 assets under management, offering retirement planning & investment advisory services to 1732 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167151
SEC#	801-77888
Assets Managed by Firm	$623,528,618
No. of Clients	1732
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1732	$623,528,618
Individuals (other than high net worth individuals)	215	$126,502,173
High net worth individuals	82	$459,372,453
Pension and profit sharing plans	10	$26,247,062
Corporations or other businesses	2	$11,406,930

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