CONCENTRUM WEALTH MANAGEMENT, INC. of SAN JOSE, CA is an SEC-registered investment adviser (CRD 167151). Regulatory assets under management: $986.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jonathan G Kasting | CHIEF COMPLIANCE OFFICER | Cincinnati, OH |
| Jeffery Eric Fong | MANAGING MEMBER | — |
| Jay Christopher Fong | MANAGING MEMBER | — |
| NGUYEN BRIAN D | CHIEF COMPLIANCE OFFICER | — |
| FONG JEFFERY ERIC | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| FONG JAY CHRISTOPHER | MANAGING MEMBER | — |
| Kasting Jonathan G | CHIEF COMPLIANCE OFFICER | — |
| GINOCCHIO SAMUEL NELLIS | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SAN JOSE | CA | 5 | 408-840-4030 |
| SAN JOSE | CA | 5 | 408-840-4030 |
| — | — | 2 | (408) 840-4030 |
| — | — | 2 | (408) 840-4030 |