# CONCIERGE MONEY MANAGERS

> FINRA firm 295677 · INACTIVE · SPRING VALLEY, CA

## Key facts

- **FINRA firm ID:** 295677
- **Firm name:** CONCIERGE MONEY MANAGERS
- **Other names:** CONCIERGE MONEY MANAGERS, INV. HOLDINGS FOR PHILANTHROPIC FOUNDATIONS & PRVT. CLIENTS, LLC
- **Investment Adviser scope:** INACTIVE
- **Branches:** 0
- **Has disclosure events:** No
- **Headquarters:** SPRING VALLEY, CA, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/295677

## Citation

> FINRA BrokerCheck, firm 295677 (CONCIERGE MONEY MANAGERS). Retrieved via AI Analytics 2026-07-14 from https://api.ai-analytics.org/broker/295677.

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*[FINRA firms dataset](/datasets/finra-firms) · CC0 1.0*