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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 28 offices throughout the country.
CONCURRENT INVESTMENT ADVISORS, LLC is a Tampa, Florida based Financial Planning firm with nearly $6,045,530,000 assets under management, offering retirement planning & investment advisory services to 17385 clients. The firm is staffed with 105 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323135 |
| SEC# | 801-126555 |
| Assets Managed by Firm | $6,045,530,000 |
| No. of Clients | 17385 |
| No. of Advisors | 105 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 17385 | $6,045,530,000 |
| Individuals (other than high net worth individuals) | 2741 | $4,100,815,000 |
| High net worth individuals | 145 | $351,185,000 |
| Pension and profit sharing plans | 460 | $1,305,000,000 |
| Corporations or other businesses | 115 | $288,530,000 |
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