CORINTHIAN WEALTH MANAGEMENT, INC.
Legal name: CORINTHIAN WEALTH MANAGEMENT
CRD #312196 SEC #801-120513 SAN JOSE, CA 408-995-0915
SEC Registered Disclosures
Total AUM
$84.4M
Discretionary
$82.7M
Employees
3
Clients
1
Accounts
306
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 5, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Jun 5, 2023 REGISTERED
Notice Filings (2)
CA TX
Address
1625 THE ALAMEDASUITE 308
SAN JOSE, CA 95126
United States
Phone: 408-995-0915