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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-16-2019
- Office Locations
- 1
Office Locations
About Concert Investment Advisory LLC
Concert Investment Advisory, LLC is an SEC-registered, fee-only independent RIA serving high-net-worth individuals and institutions. The firm builds customized portfolios that blend public markets with private opportunities, emphasizing alternatives to go beyond traditional stock/bond mixes and manage drawdowns. As a fiduciary (not a broker), it offers access to institutional managers, including select private equity and early-stage venture.
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Owner & Executives
Antonio Ramirez
Chief Compliance Officer, Chief Executive Officer, President, Wealth Advisor
- CRD
- #2973343
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,116,908 | $138,476 |
| Non-Discretionary | $0 | -- |
| Total | $91,116,908 | $138,476 |
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Separately Managed Accounts
Total SMA Asset: $91,116,908
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $320,983,913 | 6.9% |
| Equity - Exchange | $1,204,852,660 | 25.9% |
| U.S. Government/Agency | $362,851,380 | 7.8% |
| Corporate - Investment Grade | $637,315,886 | 13.7% |
| Cash | $1,363,018,646 | 29.3% |
| Municipal Bonds | $762,918,286 | 16.4% |
| Total | $4,651,940,771 | 100.0% |