Concert Investment Advisory LLC

Concert Investment Advisory LLC (CRD# 304522) is a financial advisory firm headquartered in , . They manage $130,284,682 in 829 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://concertiai.com
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    829
    ACCOUNTS
  • Average Account Value
    $157,159
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Concert Investment Advisory LLC
Showing 1 - 1 of 1 top financial advisors.
1
Antonio Ramirez, financial advisor San Juan PR
Antonio Ramirez
CRD#: 2973343
San Juan, PR

Antonio Ramirez (CRD# 2973343) is an Investment Advisor Representative working at Concert Investment Advisory LLC in San Juan, PR and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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