CONCURRENT INVESTMENT ADVISORS, LLC - Financial Advisor in Florida, Tampa

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

About 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

Firm CRD#:

323135

Firm SEC#:

801-126555

Assets Under Management:

$6,256,967,921

No. of Clients:

18097

No. of Advisors:

146

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

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146

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801-78514

$5,490,380,153

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