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Concepts Financial Services
CONCEPTS FINANCIAL SERVICES, LLC is a state-registered investment adviser in Kirkland, WA. The firm manages approximately $23 million in regulatory assets.
Overview
CONCEPTS FINANCIAL SERVICES, LLC is a state-registered investment adviser in Kirkland, WA. The firm manages approximately $23 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Concepts Financial Services?
Concepts Financial Services does not publicly name its investment committee or portfolio managers. The firm is registered as an RIA, which means it has an investment committee responsible for allocation decisions, but individual names are not disclosed in public sources.
Does Concepts Financial Services make direct investments or co-investments?
Public records do not indicate direct investment activity or co-investment participation by Concepts Financial Services. The firm's disclosed model focuses on traditional asset allocation and financial planning rather than proprietary deal-making.
What is Concepts Financial Services' regulatory structure?
Concepts Financial Services is a registered investment advisor, subject to SEC or state securities oversight. This registration requires disclosure of certain operational and financial information, though the firm has not made extensive public filings.
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