CONCERT Wealth Management nabbed 12 wirehouse teams in the last 12 months and this wirehouse-lite is just getting started
The San Jose-based firm targets advisors with as little as $100 million and it doubled in size in the last year
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Top Executive: Felipe Luna
Jeff
Concert understands that the advisor owns the client relationship not the firm and has positioned itself as a great alternative to the roll-up firms.
The addition of a shared office space to address the potential “loneliness” of going from a bustling wirehouse office to the “library” of a single independent is a GREAT solution.
