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 ...
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 ...
TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”) has successfully restructured as a multi-custodial, hybrid registered investment adviser (“RIA”). Advancing on its ...
Concurrent Investment Advisor, a multi-custodial, hybrid registered investment advisor, has added six new teams, boosting its assets under advisement in the first quarter to $10 billion, according to ...
Almost a year after its transition from an office of supervisory jurisdiction under Raymond James, Concurrent is shifting into “growth mode” as a multicustodial, hybrid RIA platform for independent ...
Last September, Tampa-based Concurrent announced it would restructure as a multi-custodial, hybrid RIA to create more flexibility and give advisor affiliates access to a broader range of investment ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results