Concurrent Investment Advisors, LLC

RIASEC Registered

Total AUM

$15.7B

Discretionary

$12.8B

81% of AUM

Avg account

$383K

Accounts

41,105

Employees

187

Advisory reps

353

Firm details

Headquarters: Tampa, Florida
CRD number: 323135
Registered since: September 8, 2022
Website: poweredbyconcurrent.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.17%
Individuals25.7%
Corporations / Businesses0.13%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Concurrent Investment Advisors, LLC is an independent RIA structured as an LLC that serves both individuals/families and institutional clients. The firm is registered with the SEC (registered in 2022) and operates as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing, hourly charges, and fixed fees. Concurrent does not self-identify as an active ESG investor.