Overview
Assets Under Management: $127 million
High-Net-Worth Clients: 1
Average Client Assets: $127 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $127 million
Total Client Accounts: 171
Discretionary Accounts: 171
Regulatory Filings
CRD Number: 304522
Filing ID: 1992270
Last Filing Date: 2025-05-21 14:04:00
Website: https://concertwm.com