CORINTHIAN WEALTH MANAGEMENT, LLC
CORINTHIAN WEALTH MANAGEMENT, LLC of SAN JOSE, CA is an SEC-registered investment adviser (CRD 143035). Regulatory assets under management: $35.7M.
Registration
- CRD: 143035
- SEC file number: 801-67532
- Type: Registered investment adviser
- Location: 1871 THE ALAMEDA, SUITE 240, SAN JOSE, CA, 95126
- Phone: 408-995-0915
- Latest filing: 2010-05-03
- Regulatory AUM: $35.7M
- Discretionary AUM: $27.1M
- Non-discretionary AUM: $8.6M
- Clients: 1
- Accounts: 295
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| SAMUELS DAVE STEVEN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
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