AdFi
AA

Amir A Barar

Investment Adviser Representative at CONCURRENT INVESTMENT ADVISORS, LLC

Walnut Creek, CACRD #3105445Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
18 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 18 states
ArizonaCaliforniaFloridaHawaiiIdahoLouisianaNevadaNew JerseyNew MexicoNew YorkNorth CarolinaOhioOregonTexasUtahVirginiaWashingtonWyoming

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. Amir A Barar 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.

Amir A Barar - Financial Advisor in Walnut Creek, CA | AdvisorFinder