About Felipe A. Luna of CONCERT WEALTH
Felipe A. Luna is Principal / Co-Ceo at Concert Wealth Management Inc. and has been affiliated with Concert Wealth Management Inc. since October-2014.
Concert Wealth Management Inc. is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 90 employees, of which 75 perform investment advisory functions. The managers's latest filing has disclosed 25MM in positions, which represents 1% of the manager's regulatory AUM.
For more on Concert Wealth Management Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Concert Wealth Management Inc. is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 90 employees, of which 75 perform investment advisory functions. The managers's latest filing has disclosed 25MM in positions, which represents 1% of the manager's regulatory AUM.
For more on Concert Wealth Management Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
CONCERT WEALTH StockAlpha
| Top 25% |
StockAlpha
3 yr performance attributed to stock picking: +1.2%/yr
Co-workers of Felipe A. Luna at CONCERT WEALTH
| Name | Title | In Position Since |
|---|
| Elizabeth N. Luna | Executive Vice President / Cfo / Co-Ceo | February-2006 |
| James M. Thorn | Chief Compliance Officer | January-2010 |
| Jeffrey G. Pietsch | President | October-2014 |
Fundamental & Technical Factor Exposure
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Felipe A. Luna Office Address
1900 THE ALAMEDA
1ST FLOOR
SAN JOSE, California
UNITED STATES, 95126
1ST FLOOR
SAN JOSE, California
UNITED STATES, 95126
Felipe A. Luna Contact Information
Phone Number: 408-856-6310
Fax Number: 408-200-0369
Website: http://www.concertglobal.com
Fax Number: 408-200-0369
Website: http://www.concertglobal.com
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