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CONCURRENT INVESTMENT ADVISORS, LLC
Tel: (813) 575-2652
100 S. Ashley Drive Suite 830
Tampa, Florida 33602
CONCURRENT INVESTMENT ADVISORS, LLC
CONCURRENT INVESTMENT ADVISORS, LLC is a Tampa, Florida based financial advisory firm with nearly $6,256,967,921 in assets under management and provides investment advisory services for 18097 clients. There are currently 146 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
323135
SEC#:
801-126555
No. of Clients:
18097
Assets under Management
$6,256,967,921
No. of Advisors:
146
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