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Building 2CONCERT WEALTH MANAGEMENT

Map pinSAN JOSE, CA
Phone408-856-6310
NotebookSEC #801-67992
Total AUM
$201M
Employees
18
Clients
313

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 2 is a narrative brochure and supplemental material detailing firm operations, services, and fees.

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