Concentrum Wealth Management LLC
Legal Name: CONCENTRUM WEALTH MANAGEMENT, LLC
353 PIERCY ROAD, SAN JOSE, CA
408-840-4030
http://www.concentrumwealth.com
Frequently Asked Questions (FAQ)
Other Info
Concentrum Wealth Management LLC is a California-based Limited Liability Company with two employees in advisory roles. With a small team of seven professionals, it only caters to three clients. It was established in 2013 and has an approved SEC status.
Concentrum Wealth Management, Retirement Planning, Legacy & Estate Planning
Concentrum’s Wealth Management service isn’t just about your investments. It’s about your life, your goals, your vision, and your future. Concentrum Wealth takes great pride in the long-term relationships we build with our clients. Silicon Valley, California and Scottsdale, Arizona
Direct Owners
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JAY CHRISTOPHER FONG
MANAGING MEMBER owns more than 50% but less than 75%
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JEFFERY ERIC FONG
MANAGING MEMBER owns more than 50% but less than 75%
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TRANG D NGUYEN
CHIEF COMPLIANCE OFFICER owns less than 5%