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CONCORDIA WEALTH MANAGEMENT, LLC
37 Main Street
Suite 1
Concord, Massachusetts 01742
Tel: (978) 371-7044
About CONCORDIA WEALTH MANAGEMENT, LLC
CONCORDIA WEALTH MANAGEMENT, LLC, formally registered with the SEC as CONCORDIA WEALTH MANAGEMENT, LLC. The firm was established in 04/02/2013. They have over 2 offices throughout the country.
CONCORDIA WEALTH MANAGEMENT, LLC is a Concord, Massachusetts based Financial Planning firm with nearly $170,427,780 assets under management, offering retirement planning & investment advisory services to 123 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164278 |
| SEC# | 801-77860 |
| Assets Managed by Firm | $170,427,780 |
| No. of Clients | 123 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (FAMILY OFFICE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 123 | $170,427,780 |
| Individuals (other than high net worth individuals) | 14 | $7,327,295 |
| High net worth individuals | 37 | $126,782,056 |
| Corporations or other businesses | 7 | $36,318,429 |
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