CONCURRENT INVESTMENT ADVISORS, LLC

100 S. Ashley Drive
Suite 830
Tampa, Florida 33602
Tel: (813) 575-2652

About CONCURRENT INVESTMENT ADVISORS, LLC

CONCURRENT INVESTMENT ADVISORS, LLC, formally registered with the SEC as CONCURRENT INVESTMENT ADVISORS, LLC. The firm was established in 09/08/2022. They have over 43 offices throughout the country.

CONCURRENT INVESTMENT ADVISORS, LLC is a Tampa, Florida based Financial Planning firm with nearly $6,256,967,921 assets under management, offering retirement planning & investment advisory services to 18097 clients. The firm is staffed with 146 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323135
SEC#	801-126555
Assets Managed by Firm	$6,256,967,921
No. of Clients	18097
No. of Advisors	146

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	18097	$6,256,967,921
Individuals (other than high net worth individuals)	3168	$4,209,098,000
High net worth individuals	185	$335,959,842
Pension and profit sharing plans	475	$1,365,000,000
Corporations or other businesses	125	$346,910,079

More Retirement Planning firms in Tampa, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

Explore More Retirement Advisors in Tampa, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.