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Glenn Scott Koach

CONCISE CAPITAL MANAGEMENT, LP·MIAMI, Florida
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1111 BRICKELL AVENUE, MIAMI, FL 33131CRD# 1420157Firm CRD# 145778
01

About

Glenn Scott Koach is a registered financial advisor based in MIAMI, Florida, affiliated with CONCISE CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CONCISE CAPITAL MANAGEMENT, LP
CONCISE CAPITAL MANAGEMENT, L.P.
AUM
$526M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at CONCISE CAPITAL MANAGEMENT, LP →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1420157
Firm CRD# 145778
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Glenn Scott Koach offer?
Glenn Scott Koach specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Glenn Scott Koach's credentials?
Glenn Scott Koach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Glenn Scott Koach located?
Glenn Scott Koach is based in MIAMI, Florida, working with CONCISE CAPITAL MANAGEMENT, LP. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Glenn Scott Koach charge for services?
Glenn Scott Koach's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONCISE CAPITAL MANAGEMENT, LP?
CONCISE CAPITAL MANAGEMENT, LP has approximately 12 employees and manages $526M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
TAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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