FAMILY WEALTH CONSULTANTS, INC.

FAMILY WEALTH CONSULTANTS, INC. of SAN JOSE, CA is an SEC-registered investment adviser (CRD 128078). Regulatory assets under management: $30.0M.

Registration

• CRD: 128078
• SEC file number: 801-62297
• Type: Registered investment adviser
• Location: 84 SOUTH FIRST STREET, 2ND FLOOR, SAN JOSE, CA, 95113
• Phone: 408-977-9250
• Latest filing: 2003-08-18
• Regulatory AUM: $30.0M
• Non-discretionary AUM: $30.0M
• Clients: 1
• Accounts: 75

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• CRD 128078 on SEC IAPD (source of record)
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