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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

Author Lisa Shidler September 27, 2011 at 4:32 AM
Admin:
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Felipe Luna: While the wirehouse model certainly has its detractors the one thing it does really well is it support the advisor on client-based activities and that's why they're so much more productive. That's the crux of our model.

Jeff

Jeff

September 27, 2011 — 2:03 PM

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.


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Top Executive: Felipe Luna



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