Concentrum Wealth Management
Financial Services, 353 Piercy Rd, San Jose, California, 95138, United States, 1-10 Employees
Phone Number: +12*********
Who is CONCENTRUM WEALTH MANAGEMENT
Concentrum Wealth Management specializes in assisting a select group of business owners and families with their financial affairs. We serve as multi-dimensional providers for our clientel...
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Headquarters: 353 Piercy Rd, San Jose, California, 95138, United States
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Date Founded: 2013
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding Concentrum Wealth Management
Answer: Concentrum Wealth Management's headquarters are located at 353 Piercy Rd, San Jose, California, 95138, United States
Answer: Concentrum Wealth Management's phone number is +12*********
Answer: Concentrum Wealth Management's official website is https://concentrumwealth.com
Answer: Concentrum Wealth Management's revenue is Under $1 Million
Answer: Concentrum Wealth Management's SIC: 6282
Answer: Concentrum Wealth Management's NAICS: 523930
Answer: Concentrum Wealth Management has 1-10 employees
Answer: Concentrum Wealth Management is in Financial Services
Answer: Concentrum Wealth Management contact info: Phone number: +12********* Website: https://concentrumwealth.com
Answer: Concentrum Wealth Management specializes in assisting a select group of business owners and families with their financial affairs. We serve as multi-dimensional providers for our clientele, making certain every aspect of their finances is linked to an overall strategy. The financial advisors at Concentrum Wealth Management will coordinate the financial planning process for you. They will help you to identify your goals and will work with you to implement a series of strategies that will help you to realize your vision for the future. Concentrum Wealth Management, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Concentrum Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Concentrum Wealth Management, LLC unless a client service agreement is in place. Likes are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and likes left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
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