DFX Intelligence

Allocator Intelligence

Concurrent Investment Advisors, LLC

unclassified· FL
unclassified

1 more Schedule C row

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F

Advisory clients

3 allocators

Schedule C rows

4 rows, $95,125 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement Plan for Employees of the Uniontown Hospital202427 50INVESTMENT ADVISORY$41,250
Retirement Plan for Employees of Garrett County Memorial Hospital202427 50INVESTMENT ADVISORY$35,625
Altura Communication Solutions Pension Plan for Certain Union Represented Employees202427 28INVESTMENT ADVISOR$10,000

+1 more Schedule C row

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed