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 registered investment adviser operating as a corporation and registered with the SEC since 2013. The firm caters to both individual and family clients as well as institutional accounts and functions as a capital allocator that supplements discretionary portfolio management with financial planning and adviser selection services. Its advisory offerings include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers. Fee arrangements are a mix of asset-based fees, hourly charges, and fixed fees. Concentrum does not identify as an active ESG investor in its filings.
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 5
Glenn 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 84Active vs passive
$209M in ETFs
95%
$197M
3%
$11.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF (SMH) | VanEck | Passive | Technology | $18.3M | 27,972 | 8.78% |
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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