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CONCERT INVESTMENT ADVISORY LLC

· CRD 304522 · IAPD ↗ · concertiai.com · 626-755-3613

$91.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — CONCERT INVESTMENT ADVISORY LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2026 — CONCERT INVESTMENT ADVISORY LLC reported RAUM down 28% ($126.8M -> $91.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.