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CONCURRENT INVESTMENT ADVISORS, LLC
TAMPA, FL
813-709-8800
SEC #801-126555Total AUM
$15.7B
Employees
188Clients
13,277Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 S. ASHLEY DRIVE
SUITE 830
TAMPA
FL 33602
United States
SUITE 830
TAMPA
FL 33602
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
813-709-8800
Other Offices
72
Financials
Total AUM
$15.7B
Accounts
41,105Discretionary
$12.8B
Accounts
32,222Non-Discretionary
$2.9B
Accounts
8,883
Clients
Individual Clients
10,259AUM
$4B
HNW Individual Clients
3,009AUM
$11.7B
Pension/Profit Sharing Plan Clients
1AUM
$183.5K
Charitable Organization Clients
2AUM
$280.3K
Corporation or Business Clients
6AUM
$20.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Court Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.