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Concurrent Advisors LLC

EST. AUM
$15,727,990,844

CONTACTS
21

CLIENT ACCOUNTS
41,105

Firm Details

Metro area Tampa
CRD Number 323135
Website poweredbyconcurrent.com
Client types

Overview

Concurrent is now an independent RIA that was previously a brand under Raymond James, but have now spun out utilizing Fidelity and SMArtX (for UMA). ~$13B in AUM, and another $13B in AUA. Their assets are split between DC business (San Diego) and Private Wealth (Tampa) with advisors all over the country. Point of contact is Eddy Augsten who will be focusing on building out the platform, not necessarily selecting managers for select lists. That is where they work with Fiducient as an OCIO. They onboarded: Allegiant Wealth Partners of Virginia Beach, VA, Danielson Tate Capital Partners of Mandeville, LA; Spectrum Wealth Partners of West Berlin, NJ; Price Financial Management of Berlin Township, NJ, Engelstad Wealth Advisors of Columbus, IN.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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