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CONCORD ADVISORY GROUP LTD

700 Alexander Park
Suite 203 & 202
Princeton, New Jersey 08540
Tel: 609-987-9000

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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 StatusApproved
Firm CRD#107291
SEC#801-38219
Assets Managed by Firm$35,284,221,419
No. of Clients190
No. of Advisors34

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 ClientsAUM
Firm Total190$35,284,221,419
High net worth individualsFewer than 5 clients$25,522,226
Pension and profit sharing plans38$12,524,192,233
Charitable organizations52$5,218,384,758
Corporations or other businesses30$10,225,060,862

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