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Corinthian Wealth Management

Headquartered in SAN JOSE, CA

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Firm Information

Corinthian Wealth Management is a financial advisory firm that offers portfolio management and financial planning services to individuals. They have 2 licensed agents and 3 investment adviser representatives, managing approximately $90.48 million in assets for 321 clients.

Corinthian Wealth Management

$90.48M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CORINTHIAN WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

SAN JOSE, CA

Advisors at Corinthian Wealth Management

View All 3 Advisors
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An Nguyen

RA

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Eleonora Jovel Tomasello

CFP®, RA

SAN JOSE, CA

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David Steven Samuels

CFP®, RA

SAN JOSE, CA

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Claudia Elizabeth Deras sosa

CFP®, RA

SAN JOSE, CA

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Disclosures

There are no public disclosures for Corinthian Wealth Management.

Frequently Asked Questions (7)

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