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Building 2CONCORDIUS CAPITAL ADVISORS

Map pinST PETERSBURG, FL
Phone813-642-6444
NotebookSEC #801-67538
Total AUM
$32M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9500 KOGER BLVD
SUITE 111
ST PETERSBURG
FL 33702
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
813-642-6444

ReceiptFinancials

Total AUM
$32M
Accounts
70
Discretionary
$29M
Accounts
65
Non-Discretionary
$3M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FIRM ALSO ACTS AS A SUBADVISOR, OFFERING ITS MODEL TO OTHER RIAS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCTFLGATXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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