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Antonio Ramirez

CONCERT INVESTMENT ADVISORY INC·ALHAMBRA, California
Unclaimed Profile
1328 MILTON AVENUE, ALHAMBRA, CA 91803CRD# 2973343Firm CRD# 304522
01

About

Antonio Ramirez is a registered financial advisor based in ALHAMBRA, California, affiliated with CONCERT INVESTMENT ADVISORY INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CONCERT INVESTMENT ADVISORY LLC
CONCERT INVESTMENT ADVISORY LLC
AUM
$130M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CONCERT INVESTMENT ADVISORY LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2973343
Firm CRD# 304522
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Antonio Ramirez offer?
Antonio Ramirez specializes in Investment Management, Fee-Only Advisory. Contact their office in ALHAMBRA, California for a consultation.
What are Antonio Ramirez's credentials?
Antonio Ramirez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Antonio Ramirez located?
Antonio Ramirez is based in ALHAMBRA, California, working with CONCERT INVESTMENT ADVISORY INC. Their office serves clients in the ALHAMBRA metropolitan area and surrounding communities.
How does Antonio Ramirez charge for services?
Antonio Ramirez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONCERT INVESTMENT ADVISORY INC?
CONCERT INVESTMENT ADVISORY INC has approximately 1 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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