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CONCORD ADVISORY GROUP LTD
700 Alexander Park
Suite 203 & 202
Princeton, New Jersey 08540
Tel: 609-987-9000
About CONCORD ADVISORY GROUP LTD
CONCORD ADVISORY GROUP LTD, formally registered with the SEC as CONCORD ADVISORY GROUP LTD. The firm was established in 02/01/1991. They have over 2 offices throughout the country.
CONCORD ADVISORY GROUP LTD is a Princeton, New Jersey based Financial Planning firm with nearly $35,284,221,419 assets under management, offering retirement planning & investment advisory services to 190 clients. The firm is staffed with 34 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107291 |
| SEC# | 801-38219 |
| Assets Managed by Firm | $35,284,221,419 |
| No. of Clients | 190 |
| No. of Advisors | 34 |
Fee Structure
- Fixed fees
- Other (% OF ASSESTS UNDER CONSULTATION)
Advisory Services Provided
- Pesnsion consulting services
- Selection for other advisors
- Other (ASSET ALLOCATION ADVICE AND SELECTION OF INVESTMENT VEHICLES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 190 | $35,284,221,419 |
| High net worth individuals | Fewer than 5 clients | $25,522,226 |
| Pension and profit sharing plans | 38 | $12,524,192,233 |
| Charitable organizations | 52 | $5,218,384,758 |
| Corporations or other businesses | 30 | $10,225,060,862 |
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