CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, Florida·4 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
4
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

4 registered advisors
Courtney Tara Haddad
TAMPA, Florida
Joseph Gerard Mcquaid
TAMPA, Florida
Kevin Mcfarland
TAMPA, Florida
Nathan Matthew Lenz
TAMPA, Florida
05

Office Locations

TAMPA, Florida
4 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.