CONCERT WEALTH MANAGEMENT, INC.

CONCERT WEALTH MANAGEMENT
SAN JOSE, California·4 registered advisors·CRD# 141253
SEC# 801-679924408-856-6310
01

Firm Overview

AUM
$201M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CONCERT WEALTH MANAGEMENT, INC.

4 registered advisors
Dennis Bruce Navarra
SAN JOSE, California
Elizabeth Nmn Luna
SAN JOSE, California
Felipe Amor Luna
SAN JOSE, California
Jeffrey Garett Pietsch
SAN JOSE, California
05

Office Locations

SAN JOSE, California
4 advisors

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Data sourced from SEC Form ADV filings. CONCERT WEALTH MANAGEMENT, INC. (CRD# 141253) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.