CONCENTRUM WEALTH MANAGEMENT
Firm details
- Headquarters
- SAN JOSE, California
- CRD number
- 167151
- Registered since
- April 19, 2013
- Website
- www.concentrumwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.3%
- Individuals7.43%
- Pension & Profit Sharing Plans7.25%
- Corporations / Businesses2.95%
- Charitable Organizations0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Concentrum Wealth Management is an independent, SEC-registered RIA organized as a corporation and privately owned. The firm markets itself to both individual and family clients as well as institutional accounts, and it functions as a capital allocator that selects outside managers when appropriate. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and manager selection. Its fee arrangements include asset-based fees, hourly charges and fixed fees. Concentrum is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Public Funds/Mutual Funds36%
- Non-Exchange Traded Equities9%
- Private Funds5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Jonathan Kasting
Chief Compliance OfficerCRD 7176479
Contacts
3 of 5GLENN YOUNG
Wealth AdvisorCRD 3130060
JEFFERY FONG
Managing PartnerCRD 2472690
JAY FONG
Managing PartnerCRD 3242313
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$167M in ETFs
94%
$157M
3%
$9.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF (SMH) | VanEck | Passive | Technology | $11M | 28,657 | 6.59% |
Location
SAN JOSE, CA
SANTA CLARA
Location
SAN JOSE, CA
Headquartered in SAN JOSE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 353 Piercy Rd
- Time zone
- PT (UTC-8)
- Office locations
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