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| Keyboard |
| Concert Investment Advisory LLC
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|---|---|
| CRD # | 304522 |
| SEC # | 801-116976 |
| CIK # | |
| AUM | 91.1 M (2026-06-02) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 626-755-3613 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 91.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 658 | 91.1 |
| By Discretionary | ||
| Discretionary | 658 | 91.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 658 | 91.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 91.1 | |
| Total | 658 | 91.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Woodmont Advisory Group Inc
✚
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91.9 M | |
|
Evolutionary Tree Capital Management LLC
✚
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VA | 91.7 M |
|
Pegasus Group LLC
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NJ | 91.3 M |
|
Novus Advisors LLC
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SC | 91.3 M |
|
Algorithmic Investment Models LLC
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MA | 90.9 M |
|
Schaffer & Company Asset Management Inc
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FL | 90.8 M |
|
Weatherhelm Capital Management LLC
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NY | 90.6 M |
|
Alphaq Advisors LLC
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FL | 90.6 M |
|
Washington Square Capital Management LLC
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NY | 90.4 M |
|
Sound Advisory LLC
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90.2 M |