Concurrent Expands in Houston, Tops $23B in Assets
United StatesWhat to know
- Concurrent Expands in Houston, Tops $23B in AssetsS1
- The team has left Raymond James to bring $425 million in AUM to Concurrent’s 1099 affiliation platform, which now oversees more than $23 billion in client assets.S2
Timeline · newest first
1mo
Wealthmanagement
Concurrent Expands in Houston, Tops $23B in Assets
The team has left Raymond James to bring $425 million in AUM to Concurrent’s 1099 affiliation platform, which now oversees more than $23 billion in client assets.
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Published Sep 21, 2026
What to know
- Concurrent Expands in Houston, Tops $23B in AssetsS1
- The team has left Raymond James to bring $425 million in AUM to Concurrent’s 1099 affiliation platform, which now oversees more than $23 billion in client assets.S2
Timeline · newest first
Sources · 2 citations
S1
Yahoo FinanceLead
1 report · EN
S2
Wealthmanagement
1 report · EN
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