RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 23, 2016
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BALENTINE, KAREN, TRAVISICHIEF COMPLIANCE OFFICERNA
BALENTINE, KAREN, TRAVISICHIEF COMPLIANCE OFFICERNA
BALENTINE, KAREN, TRAVISICHIEF COMPLIANCE OFFICERNA
ILARIO, SCOTT, LOUISICHIEF COMPLIANCE OFFICERNA
ILARIO, SCOTT, LOUISICHIEF COMPLIANCE OFFICERNA
ILARIO, SCOTT, LOUISICHIEF COMPLIANCE OFFICERNA
ILARIO, SCOTT, LOUISICHIEF COMPLIANCE OFFICERNA
ILARIO, SCOTT, LOUISICHIEF COMPLIANCE OFFICERNA
BOUHUYS, JULIA, HOLLANDICHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER / MANAGING MEMBERE Control
BOUHUYS, JULIA, HOLLANDICHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER / MANAGING MEMBERE Control
BOUHUYS, JULIA, HOLLANDICHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER / MANAGING MEMBERE Control
BOUHUYS, JULIA, HOLLANDICHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER / MANAGING MEMBERE Control
BOUHUYS, JULIA, HOLLANDICHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER / MANAGING MEMBERE Control
BOUHUYS, JULIA, HOLLANDICHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER / MANAGING MEMBERE Control
BOUHUYS, JULIA, HOLLANDICHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER / MANAGING MEMBERE Control
BOUHUYS, JULIA, HOLLANDICHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER / MANAGING MEMBERE Control

Registrations

Federal

IA
Mar 23, 2016 REGISTERED

Notice Filings (1)

NC

Address

6000 FAIRVIEW ROAD
SUITE 1200
CHARLOTTE, NC 28210
United States
Phone: 704-552-3671