# CONCERT INVESTMENT ADVISORY LLC

CONCERT INVESTMENT ADVISORY LLC is an SEC-registered investment adviser.

## Registration

- CRD: 304522
- Type: SEC-registered investment adviser
- SEC file number: 801-116976
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Antonio Ramirez | CEO, CCO | — |
| RAMIREZ MARCO ANTONIO | CEO, CCO | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MONTEREY PARK | CA | 1 | 6267553613 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304522/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304522/similar
- Related entities: https://search.stillhousedata.com/firm/304522/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304522

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.