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Building 2CONCERT INVESTMENT ADVISORY LLC

Map pin
Phone626-755-3613
NotebookSEC #801-116976
Total AUM
$91.1M
Employees
1
Clients
178

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
626-755-3613

ReceiptFinancials

Total AUM
$91.1M
Accounts
658
Discretionary
$91.1M
Accounts
658
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
178
AUM
$91.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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