Concert Investment Advisory LLC
● SEC registered since 2019CRD 304522SEC# 801-116976
Reg. AUM
$91.1M
Employees
1
Accounts
658
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 $91.1 million in regulatory assets under management and employs 1 people.
Concert Investment Advisory LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Antonio Ramirez Control | Ceo, Cco | Over 75% | 2019 |
Frequently asked questions
How much does Concert Investment Advisory LLC manage?
Concert Investment Advisory LLC reports $91.1 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
| Phone | 626-755-3613 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$91.1M▼ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$91.1Mregulatory AUM
Discretionary $91.1M