Concierge Financial Advisor LLC

Concierge Financial Advisor LLC (CRD# 314503) is a financial advisory firm headquartered in , . They manage $32,566,358 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

https://www.instagram.com/conciergefinancialadvisor/

By the Numbers

Total Assets Under Management

33

MILLION
Total Number of Accounts

20

ACCOUNTS
Average Account Value

$1,628,318

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Concierge Financial Advisor LLC

Showing 1 - 2 of 2 top financial advisors.

Nicole M. Phelan

CRD#: 7369342

3828 Twin Rivers Trl, Parrish, FL 34219

Nicole Phelan (CRD# 7369342) is an Investment Advisor Representative working at Concierge Financial Advisor LLC in Parrish, FL and has over 3 years of experience in the finance industry.

Robert E. Phelan

CRD#: 2385006

3828 Twin Rivers Trl, Parrish, FL 34219

Robert Phelan (CRD# 2385006) is an Investment Advisor Representative working at Concierge Financial Advisor LLC in Parrish, FL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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