TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial, hybrid registered investment adviser, closes out 2025 with an impressive 50% growth trajectory. The ...
Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, acquired the first firm on its platform this week. However, CEO Nate Lenz said the deal is not a ...
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