Jeffery Eric Fong is listed as Managing Member at Concentrum Wealth Management, Inc. in San Jose, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Concentrum Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffery Eric Fong work?
Jeffery Eric Fong is listed as Managing Member at Concentrum Wealth Management, Inc. on SEC Form ADV.
How much of Concentrum Wealth Management, Inc. does Jeffery Eric Fong own?
Form ADV reports a beneficial ownership band of 50-75%.