Overview
Assets Under Management: $35.3 billion
Headquarters: PRINCETON, NJ
Frequently Asked Questions
CONCORD ADVISORY GROUP LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107291), CONCORD ADVISORY GROUP LTD is subject to fiduciary duty under federal law.
CONCORD ADVISORY GROUP LTD is headquartered in PRINCETON, NJ.
According to their SEC Form ADV, CONCORD ADVISORY GROUP LTD offers pension consulting services and selection of other advisors. View all service details ↓
CONCORD ADVISORY GROUP LTD manages $35.3 billion in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, CONCORD ADVISORY GROUP LTD serves pension and profit-sharing plans. View client details ↓
Services Offered
Services: Pension Consulting, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.07%
Total Client Accounts: 190
Non-Discretionary Accounts: 190
Regulatory Filings
CRD Number: 107291
Filing ID: 1830517
Last Filing Date: 2024-03-20 10:47:00