CONCURRENT INVESTMENT ADVISORS LLC

9 known aliases resolved via the canonical alias map

Market position · 2024

Plans served90+33 YoYRank #231 of mapped providers

Assets under administration$11.6B0.0%Market share · rank #1103

Fees received$3MMedian $25,625/planSum across Schedule C direct + indirect

Net wins YoY+2935 won · 6 lostPlan-level switch detection

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