Concentrum Wealth Management

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Concentrum Wealth Management — overview

About

Concentrum Wealth Management is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. Its services include financial planning, portfolio management, pension consulting, retirement planning, business services, insurance planning, asset management, estate planning, and family law planning. It advises individuals and high net worth individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations.

Concentrum Wealth Management - known decision makers (5)

Position	Location	Asset Class
Wealth Advisor	San Jose, US	GEN
Managing Partner	San Jose, US	GEN
Managing Partner	San Jose, US	GEN
Financial Advisor	San Jose, US	GEN
Financial Advisor	San Jose, US	GEN

Showing 5 of 5 known decision makers Concentrum Wealth Management

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