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Concurrent Investment Advisors, LLC

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Administración de EmpresasAsociaciones/ProfesionalesFinanzasIndustriaMercado laboral

15 Comunicados de prensa

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08/07/2026
Software
Finanzas
Administración de Empresas
Asociaciones/Profesionales
Técnica
Mercado laboral
Industria
Potomac Financial Group Partners with Concurrent to Launch Independent RIA
Fuente
Concurrent Investment Advisors, LLC
Editor
Business Wire
1.00
0
01/07/2026
Asociaciones/Profesionales
Finanzas
Mercado laboral
Concurrent Investment Advisors Surpasses $21 Billion in AUM, Nearing 20% Growth in First Half of 2026
Fuente
Concurrent Investment Advisors, LLC
Editor
Business Wire
1.00
0
12/05/2026
Mercado laboral
Industria
Asociaciones/Profesionales
Finanzas
Administración de Empresas
Concurrent Supports the Launch of Another Billion-Dollar Firm, TAVO Wealth
Fuente
Concurrent Investment Advisors, LLC
Editor
Business Wire
1.00
0
27/02/2026
Industria
Asociaciones/Profesionales
Finanzas
Concurrent Maintains Growth Momentum, Adding Fehrman Investment Group and Three Other Advisors
Fuente
Concurrent Investment Advisors, LLC
Editor
Business Wire
1.00
0
08/01/2026
Administración de Empresas
Asociaciones/Profesionales
Finanzas
Mercado laboral
Industria
Concurrent Closes Strategic Partnership With Two Texas Firms
Fuente
Concurrent Investment Advisors, LLC
Editor
Business Wire
1.00
0
10/12/2025
Mercado laboral
Asociaciones/Profesionales
Finanzas
Concurrent Achieves 50% Growth in 2025, Increasing AUM from $10B to Over $15B
Fuente
Concurrent Investment Advisors, LLC
Editor
Business Wire
1.00
0
23/10/2025
Mercado laboral
Finanzas
Banca
Asociaciones/Profesionales
Keaton & Sams Wealth Management Partners with Concurrent in Move to Independence
Fuente
Concurrent Investment Advisors, LLC
Editor
Business Wire
1.00
0
18/06/2025
Asociaciones/Profesionales
Finanzas
Administración de Empresas
Industria
Concurrent Extends Growth Trajectory with $500M in New Affiliations and Launch of RIA Capital Partners Program
Fuente
Concurrent Investment Advisors, LLC
Editor
Business Wire
1.00
0
22/05/2025
Mercado laboral
Finanzas
Administración de Empresas
Asociaciones/Profesionales
Concurrent Partners with Seasoned Industry Leader to Drive Growth and Advisor Empowerment
Fuente
Concurrent Investment Advisors, LLC
Editor
Business Wire
1.00
0
17/04/2025
Industria
Finanzas
Administración de Empresas
Asociaciones/Profesionales
Concurrent Reports Significant Growth Adding Six Advisory Teams in The First Quarter
Fuente
Concurrent Investment Advisors, LLC
Editor
Business Wire
1.00
0

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