Concurrent Investment Advisors is an investment advisor in Tampa with $139.89 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
921819393
SEC advisor number
801-126555
FINRA CRD number
323135
AUM ?
$6.26 bn
(as of 26 Apr 24)
Accounts
18,097
(as of 26 Apr 24)
Employees
114
(109 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings