Company Overview
- Headquarters
- 353 Piercy Road, San Jose CA
- Website
- concentrumwealth.com
- Phone
- (408) 840-4030
- Employees
- 9
- Founded in
- 2013
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 5239 CompaniesNAICS Code 52393 CompaniesNAICS Code 52 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$1B
Who is Concentrum Wealth Management
Concentrum Wealth Management, LLC is a financial services firm based in San Jose, California. As a limited liability company, they employ 9 individuals and generate approximately $1 million in annual revenue. Concentrum Wealth Management focuses on providing financial guidance to a select clientele of business owners and families. They offer comprehensive financial planning services, assisting clients in identifying their financial goals and developing tailored strategies to achieve them. The company distinguishes itself by acting as a multi-dimensional provider for its clients, ensuring all financial aspects are aligned with a cohesive overall strategy. Concentrum Wealth Management emphasizes a personalized approach, coordinating the financial planning process and working collaboratively with clients to bring their visions to life. Concentrum Wealth Management, LLC can be reached via their website at concentrumwealth.com.
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