Be advised. This firm is no longer registered.

Concert Wealth Management

Concert Wealth Management (CRD# 141253) is a financial advisory firm headquartered in San Jose, CA. They manage $200,986,258 in 350 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $574,246
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, KS, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Concert Wealth Management
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.