The firm added seven advisory teams in the fourth quarter and crossed $15B in assets under advisement, bringing the total AUM/AUA to over $30B Concurrent Investment Advisors, LLC (“Concurrent”), a ...
TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”) has successfully restructured as a multi-custodial, hybrid registered investment adviser (“RIA”). Advancing on its ...
BOULDER, Colo., June 2, 2025 /PRNewswire/ -- Concurrent Investment Advisors, LLC ("Concurrent"), a leader in wealth management solutions, is expanding its partnership with TIFIN @Work by leveraging ...
Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, has launched a minority stake division that has invested in two RIAs. Tampa-based Concurrent’s RIA ...
Concurrent Advisors had a busy first quarter. A distinctive type of office of supervisory jurisdiction providing a wide range of support to advisors leaving the wirehouses to strike out on their own, ...
The firm added seven advisory teams in the fourth quarter and crossed $15B in assets under advisement, bringing the total AUM/AUA to over $30B TAMPA, Fla., December 10, 2025--(BUSINESS ...
Results that may be inaccessible to you are currently showing.
Hide inaccessible results