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Concierge Financial Advisor LLC
CONCIERGE FINANCIAL ADVISOR LLC is a state-registered investment adviser with $40 million in regulatory assets under management. The firm has 2 employees and...
Overview
CONCIERGE FINANCIAL ADVISOR LLC is a state-registered investment adviser with $40 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.
General information
Firm type
Multi Family Office
Frequently asked questions
What investment stages does Concierge Financial Advisor LLC typically target?
Target stages are not publicly disclosed. Multi-family offices often invest across the capital structure, from venture capital and growth equity to private credit and public markets. No specific stage preference has been confirmed for this firm.
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