CONCERT WEALTH Overview

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 manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 819MM in positions, representing 44% of the manager's regulatory AUM.

CONCERT WEALTH StockAlpha

-2.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CONCERT WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.76% Tech -2.29% 0.01% 0 42%
MSFT 2.07% Tech 3.56% 0.13% 0 36%
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FEATURED IN
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CONCERT WEALTH Founders and Key Employees

Name Title In Position Since
Felipe A. Luna Principal / Co-Ceo October-2014
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

CONCERT WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

CONCERT WEALTH Investment Strategy

CONCERT WEALTH Portfolio Concentration

CONCERT WEALTH Location

1900 THE ALAMEDA
1ST FLOOR
SAN JOSE, California
UNITED STATES, 95126

CONCERT WEALTH Contact Information

Phone Number: 408-856-6310
Fax Number: 408-200-0369
Website:

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