CORINTHIAN WEALTH MANAGEMENT, INC. of SAN JOSE, CA is an SEC-registered investment adviser (CRD 312196). Regulatory assets under management: $131.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| SAMUELS DAVE STEVEN | CIO | — |
| MACKIE RICHARD DEVIN | CCO; PRESIDENT | — |
| TOMASELLO ELEONORA JOVEL | CEO; CEO, CCO | — |
| Eleonora Jovel Tomasello | CEO, CCO | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |