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Concurrent Wealth Management
Concurrent Wealth Management is a state-registered investment adviser in Houston, TX. The firm manages approximately $10 million in regulatory assets.
Overview
Concurrent Wealth Management is a state-registered investment adviser in Houston, TX. The firm manages approximately $10 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What is known about Concurrent Wealth Management's leadership?
No named principals or executives have been publicly identified for Concurrent Wealth Management. The firm's leadership structure is not disclosed.
Does Concurrent Wealth Management have a public website or LinkedIn profile?
Neither a public website nor a LinkedIn profile has been found for Concurrent Wealth Management. The firm does not appear to maintain a public digital presence.
What is Concurrent Wealth Management's regulatory status?
Concurrent Wealth Management is registered as an investment adviser with the U.S. Securities and Exchange Commission. No public disciplinary history is available.
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