CONCERTO ASSET MANAGEMENT, LLC
CRD #153091 SEC #801-71484 CHARLOTTE, NC 704-552-3671
SEC Registered
Total AUM
$91.1M
Discretionary
$91.1M
Employees
4
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $91.1M | $91.1M | $0 | 4 | 1 |
| Mar 2015 | $96.4M | $96.4M | $0 | 4 | 1 |
| Mar 2014 | $121.7M | $121.7M | $0 | 6 | 1 |
| Mar 2013 | $110M | $110M | $0 | 6 | 1 |
| Mar 2012 | $129.7M | $129.7M | $0 | 6 | 1 |
| Mar 2011 | $146.2M | $146.2M | $0 | 10 | -- |
| Sep 2010 | $65.4M | $65.4M | $0 | -- | -- |
| May 2010 | $65.4M | $65.4M | $0 | -- | -- |
DateMar 2016
Total AUM$91.1M
Discretionary$91.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2015
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees4
Clients1
DateMar 2014
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees6
Clients1
DateMar 2013
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees6
Clients1
DateMar 2012
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees6
Clients1
DateMar 2011
Total AUM$146.2M
Discretionary$146.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$0
Employees--
Clients--