Investment adviser · CRD 159993

CONCERT ADVISORS

Investment adviser filing (IA)

CONCERT ADVISOR SOLUTIONS, INC

SAN JOSE, CA, United States · Form ADV filed Jan 28, 2014

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 28, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

1900 THE ALAMEDA, SUITE 300
SAN JOSE, CA, 95126, United States

CRD 159993

Filing source

Form ADV 774381 · Jan 28, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.