Concordius Capital Advisors is an adviser based in St Petersburg. It manages $32 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona, Connecticut, Florida, and 4 other states.
Concordius Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and firm also acts as a subadvisor, offering its model to other rias. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Concordius Capital Advisors is $32 million. The firm's AUM has gone down by -75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Concordius Capital Advisors for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Concordius Capital Advisors performs its advisory services is located at 9500 Koger Blvd, St Petersburg, FL 33702 The mailing address of the firm is 1201 Gandy Blvd N, St Petersburg, FL 33742. An additional office of the firm is in Roswell, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 813-642-6444 or by fax 727-577-9999. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at concordiusadvisors.com.