CLOs on the Move

Concourse Financial Group

www.concoursefinancial.com

 
Were an all-in-one, holistic insurance & financial planning firm with an RIA, broker-dealer, broker-age general agency and point-of-purchase organization.
  • Number of Employees: 1K-5K
  • Annual Revenue: > $1 Billion

Executives

Name Title Contact Details

Similar Companies

Chase Accounting Services, P.C.

Chase Accounting Services, P.C. is a Ogden, UT-based company in the Financial Services sector.

Telesis Community Credit Union

Telesis Community Credit Union is a Canyon Country, CA-based company in the Financial Services sector.

Capital Tactics

Capital Tactics, based in the Cincinnati metro area, provides financial advisory services to industry, private equity firms, and entrepreneurs. Services include guidance in Mergers and Acquisitions, Capital Raising, Financial Management, and Technology Services. Capital Tactics was founded by Dino Lucarelli, CPA, a former public company Chief Financial Officer and industry veteran in corporate finance and management.

F Curtis Barry

F Curtis Barry is a Henrico, VA-based company in the Financial Services sector.