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Concert Investment Advisory LLC

● SEC registered since 2019CRD 304522SEC# 801-116976
Export (members)
Reg. AUM
$126.8M
Employees
1
Accounts
171
Location
—

Concert Investment Advisory LLC assets under management

Concert Investment Advisory LLC operates as an SEC-registered investment adviser. The firm has been registered since 2019. It reports $126.8 million in regulatory assets under management and employs 1 people.
concertiai.comView on SEC.gov ↗

Concert Investment Advisory LLC owners & executives

1 reported
NameTitleOwnershipSince
Antonio Ramirez ControlCeo, CcoOver 75%2019

Frequently asked questions

How much does Concert Investment Advisory LLC manage?

Concert Investment Advisory LLC reports $126.8 million in regulatory assets under management on its Form ADV.

How many employees does Concert Investment Advisory LLC have?

Concert Investment Advisory LLC reports 1 employees.

Does Concert Investment Advisory LLC disclose fund performance?

Concert Investment Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone626-755-3613
Office hours9:00a.m.-5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$126.8M
Non-discretionary$0
Total (RAUM)$126.8M