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Concurrent Investment Advisors, LLC

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18 communiqués de presse

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01/10/2026
Marché financier
Marché du travail
Associations/Professionnels
Finance
Concurrent Announces Acquisition of Spire Investment Partners
Source
Concurrent Investment Advisors, LLC
Émetteur
Business Wire
1.00
0
21/09/2026
Marché du travail
Associations/Professionnels
Finance
Concurrent Investment Advisors Welcomes Winstone Wealth Partners
Source
Concurrent Investment Advisors, LLC
Émetteur
Business Wire
1.00
0
26/08/2026
Marché du travail
Industrie
Technique
Finance
Organisation d'Entreprise
Technologies Diverses
Associations/Professionnels
Logiciels
Proxima Wealth Partners Launches on the Concurrent Platform to Be a Destination for Growth-Oriented Independent Advisors
Source
Concurrent Investment Advisors, LLC
Émetteur
Business Wire
1.00
0
08/07/2026
Logiciels
Finance
Organisation d'Entreprise
Associations/Professionnels
Technique
Marché du travail
Industrie
Potomac Financial Group Partners with Concurrent to Launch Independent RIA
Source
Concurrent Investment Advisors, LLC
Émetteur
Business Wire
1.00
0
01/07/2026
Associations/Professionnels
Finance
Marché du travail
Concurrent Investment Advisors Surpasses $21 Billion in AUM, Nearing 20% Growth in First Half of 2026
Source
Concurrent Investment Advisors, LLC
Émetteur
Business Wire
1.00
0
12/05/2026
Marché du travail
Industrie
Associations/Professionnels
Finance
Organisation d'Entreprise
Concurrent Supports the Launch of Another Billion-Dollar Firm, TAVO Wealth
Source
Concurrent Investment Advisors, LLC
Émetteur
Business Wire
1.00
0
27/02/2026
Industrie
Associations/Professionnels
Finance
Concurrent Maintains Growth Momentum, Adding Fehrman Investment Group and Three Other Advisors
Source
Concurrent Investment Advisors, LLC
Émetteur
Business Wire
1.00
0
08/01/2026
Organisation d'Entreprise
Associations/Professionnels
Finance
Marché du travail
Industrie
Concurrent Closes Strategic Partnership With Two Texas Firms
Source
Concurrent Investment Advisors, LLC
Émetteur
Business Wire
1.00
0
10/12/2025
Marché du travail
Associations/Professionnels
Finance
Concurrent Achieves 50% Growth in 2025, Increasing AUM from $10B to Over $15B
Source
Concurrent Investment Advisors, LLC
Émetteur
Business Wire
1.00
0
23/10/2025
Marché du travail
Finance
Banque
Associations/Professionnels
Keaton & Sams Wealth Management Partners with Concurrent in Move to Independence
Source
Concurrent Investment Advisors, LLC
Émetteur
Business Wire
1.00
0

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