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CONCREIT FUND MANAGEMENT LLC

1942 Westlake Ave
Unit 3204
Seattle, Washington 98101
Tel: 206-607-6080

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About CONCREIT FUND MANAGEMENT LLC

CONCREIT FUND MANAGEMENT LLC, formally registered with the SEC as CONCREIT FUND MANAGEMENT LLC. The firm was established in 03/09/2022. They have over 1 offices throughout the country.

CONCREIT FUND MANAGEMENT LLC is a Seattle, Washington based Financial Planning firm with nearly $8,167,424 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 0 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#310737
SEC#801-122742
Assets Managed by Firm$8,167,424
No. of Clients1
No. of Advisors0

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Other (MANAGEMENT OF REAL ESTATE FUND)

Firm Client Information

No. of ClientsAUM
Firm Total1$8,167,424

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