firm profile
Concurrent Investment Advisors, LLC
Overview
Concurrent Investment Advisors, LLC is an SEC registered investment adviser based in Tampa, FL, registered since 2022. It reports $15.7B in assets under management across 41,105 accounts, with 187 employees. It has 281 investment adviser representatives.
- Reported AUM
- $15.7B
- Discretionary
- 81%
- Accounts
- 41,105
- Average account
- $383K
- Employees
- 187
- Advisory reps
- 281
- Registered since
- 2022
- Jurisdictions
- 51
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Nathan Matthew Lenz Chief Executive Officer CRD 5355530
- Andrew Ellison Chief Financial Officer CRD 7093137
- Courtney Tara Haddad Chief Compliance Officer CRD 3169496
1 more executive officer, with direct contact details
Advisory reps 3 of 281
- Ramin Nathaniel Abrams Investment Adviser Rep CRD 6705502
- Amanda T Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6905985
- David Bjorn Ahlquist Insurance Agent · Investment Adviser Rep CRD 4081877
278 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 100 S Ashley Dr Ste 830
Tampa, FL 33602 - County
- Hillsborough
- Metro area
- Tampa-St. Petersburg-Clearwater, FL
- Region
- South
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: fg-wealth.com
Every state, with registration dates
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