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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PeakZenith +more
- Established Date
- 08-26-2019
- Office Locations
- 2
Office Locations
About Concert Financial Planning, LLC
Concert Financial Planning is a Houston- and Atlanta-based RIA serving BigLaw attorneys, associates, and partners with ongoing financial planning and investment management. The firm supports tax, estate, insurance, and college planning and builds portfolios using a mix of active and index strategies across public funds and fixed income. It publishes BigLaw-focused planning briefs/bundles and primarily custodies at Schwab.
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Owner & Executives
MATTHEW CHARLES SMITH
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #4948988
- Ownership
- 75% or more
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Philip Keith Lichtman
Managing Member
- CRD
- #7045533
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,561,490 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,561,490 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,561,490
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $862,672,015 | 27.0% |
| Public Funds | $1,121,473,619 | 35.1% |
| Cash | $421,750,763 | 13.2% |
| Corporate - Investment Grade | $789,185,140 | 24.7% |
| Total | $3,195,081,537 | 100.0% |