Investment adviser · CRD 142852

CONCORDIUS CAPITAL ADVISORS

Investment adviser filing (IA)

CONCORDIUS CAPITAL ADVISORS, LLC

ST PETERSBURG, FL, United States · Form ADV filed Jun 29, 2015

Regulatory AUM
$32M
Form ADV · Item 5.F
Client accounts
70
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 29, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

9500 KOGER BLVD, SUITE 111
ST PETERSBURG, FL, 33702, United States

CRD 142852

Filing source

Form ADV 931046 · Jun 29, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.