# Concierge Financial Advisor LLC

Concierge Financial Advisor LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://conciergefinancialadvisor.com

## Regulatory record

- **CRD number:** 314503
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314503

## About

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.

## 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.

## Related profiles

- [EMPOWERMENT FINANCIAL ADVISORS LLC](https://altss.com/profile/empowerment-financial-advisors-llc)

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Last updated: 2026-07-06T01:24:14.474Z

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