CONCERT INVESTMENT ADVISORY LLC

CONCERT INVESTMENT ADVISORY LLC is an SEC-registered investment adviser (CRD 304522). Regulatory assets under management: $91.1M.

Registration

• CRD: 304522
• SEC file number: 801-116976
• Type: Registered investment adviser
• Phone: 626-755-3613
• Latest filing: 2026-06-02
• Regulatory AUM: $91.1M
• Discretionary AUM: $91.1M
• Clients: 1
• Accounts: 658

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

Officers, owners & control persons (2)

Branch offices (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304522 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search