Tag: Concurrent

Asset Allocation

RIA Concurrent Stakes Asset Manager

21/08/2025
mhsj

$12B Concurrent Makes Minority Investment in Florida-Based Asset Manager Concurrent Investment Advisors, a hybrid registered investment…

Wealth Planning

Concurrent Launches Minority Stake Division, Invests in Two RIAs

18/06/2025
mhsj

Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, has launched a…