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Alec Frank Price

Investment Adviser Representative at CONCURRENT INVESTMENT ADVISORS, LLC

West Berlin, NJCRD #1960195Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
37 yrs
States Registered
11 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 11 states
DelawareFloridaGeorgiaMarylandNew JerseyNew YorkOregonPennsylvaniaSouth CarolinaTexasVirginia

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $1,000,0002.00%
$1,000,001 - $2,000,0001.70%
$2,000,001 - $3,000,0001.60%
$3,000,001 - $5,000,0001.50%
$5,000,001 - $7,500,0001.40%
$7,500,001 - $10,000,0001.30%
$10,000,001 and above1.00%
Source

CONCURRENT INVESTMENT Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alec Frank Price has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Alec Frank Price - Financial Advisor in West Berlin, NJ | AdvisorFinder