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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 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 |
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