Concurrent Invest Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

367

Total plan assets

$46.6M

Filings (rows)

Direct comp

$56K

Indirect comp

Showing only "CONCURRENT INVEST ADVISORS"

View all 6 variants aggregated →

CONCURRENT INVESTMENT ADVISORS134 CONCURRENT INVESTMENT ADVISORS LL9 CONCURRENT INVEST ADVISORS2 CONCURRENT INVESTMENT2 CONCURRENT INVESTEMENT ADVISORS1 CONCURRENT INVESTMENT ADVISORS LCC1

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Family Institute at Northwestern University The Family Institute 403(b) Retirement Plan · all filings	CHICAGO, IL	Advisor / Consultant	187	$23.4M	$31K	$0
The Family Institute The Family Institute 403(b) Retirement Plan · all filings	CHICAGO, IL	Advisor / Consultant	180	$23.2M	$25K	$0