Overview
Assets Under Management: $201 million
Headquarters: SAN JOSE, CA
High-Net-Worth Clients: 60
Average Client Assets: $1.2 million
Frequently Asked Questions
CONCERT WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141253), CONCERT WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
CONCERT WEALTH MANAGEMENT is headquartered in SAN JOSE, CA.
CONCERT WEALTH MANAGEMENT serves 60 high-net-worth clients according to their SEC filing dated February 12, 2018. View client details ↓
According to their SEC Form ADV, CONCERT WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CONCERT WEALTH MANAGEMENT manages $201 million in client assets according to their SEC filing dated February 12, 2018.
According to their SEC Form ADV, CONCERT WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.41%
Average Client Assets: $1.2 million
Total Client Accounts: 350
Discretionary Accounts: 342
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 141253
Filing ID: 1175244
Last Filing Date: 2018-02-12 18:35:00