Concentrum Wealth Management is an investment advisor in San Jose with $413.46 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
462280118
SEC advisor number
801-77888
FINRA CRD number
167151
AUM ?
$413.46 mm
(as of 10 Apr 23)
Accounts
1,654
(as of 10 Apr 23)
Employees
7
(4 investment advisory or research)
Address
Concentrum Wealth Management
353 PIERCY RD.
SAN JOSE
CA 95138
353 PIERCY RD.
SAN JOSE
CA 95138
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
4088404030
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Fong, Jeffery, Eric | Managing Member | 04/2013 | 50-75% |
Fong, Jay, Christopher | Managing Member | 04/2013 | 50-75% |
Kasting, Jonathan, G | Chief Compliance Officer | 01/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 May 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22