CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, Florida·5 registered advisors·CRD# 323135
SEC# 801-12655542(813) 575-2652
01

Firm Overview

AUM
$6.3B
Regulatory assets under management
Employees
141
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CONCURRENT INVESTMENT ADVISORS, LLC

5 registered advisors
Courtney Tara Haddad
TAMPA, Florida
Joseph Gerard Mcquaid
TAMPA, Florida
Kevin Mcfarland
TAMPA, Florida
Nathan Matthew Lenz
TAMPA, Florida
Scott Alexander Steele
TAMPA, Florida
05

Office Locations

TAMPA, Florida
5 advisors

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Data sourced from SEC Form ADV filings. CONCURRENT INVESTMENT ADVISORS, LLC (CRD# 323135) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.