Concurrent is a financial institution that provides investment management and advisory services for businesses... Read more
Concurrent is a financial institution that provides investment management and advisory services for businesses... Read more
News
Sep 27, 2022
Business Wire
Press Release: Concurrent Advisors : Concurrent Launches Its Own RIA as Firm Evolves to Multi-Custodial, Hybrid RIA Platform
Jul 13, 2022
Business Wire
Press Release: Concurrent Advisors : Concurrent expands into New Mexico with Old Town Advisors
May 18, 2022
Business Wire
Press Release: Concurrent Advisors : Concurrent Supports Advisor Affiliates With $953M of New Business in Q1 2022
Mar 03, 2022
Business Wire
Press Release: Concurrent Advisors : Concurrent Reaches 5-Year Milestone As Its Advisors Double Pre-Pandemic Assets
Dec 15, 2021
Citybizlist
Concurrent Advisors: Adalan Private Wealth Joins Concurrent
Jul 26, 2021
MarketScreener
Concurrent Advisors: Concurrent Partners with Merchant to Deliver Growth Capital and Enhanced Resources to its Affiliated Advisors
Jun 03, 2021
Markets Insider
Concurrent Advisors: Concurrent Welcomes Ten Advisor Partner Teams with over $1 Billion in Assets
Dec 09, 2020
Markets Insider
Concurrent Advisors: Concurrent Adds Seven New Teams Worth Over $1.1 Billion in Assets Under Management
Sep 16, 2020
MarketScreener
Concurrent Advisors: Raymond James Financial : Concurrent Continues Explosive Growth with Eight New Advisor Teams Managing More Than $900 Million in Assets
Sep 16, 2020
PR Newswire
Press Release: Concurrent Advisors : Concurrent Continues Explosive Growth with Eight New Advisor Teams Managing More Than $900 Million in Assets