CONCORD ASSET MANAGEMENT, LLC

955 West Main Street
Abingdon, Virginia 24210
Tel: (276) 628-5910

About CONCORD ASSET MANAGEMENT, LLC

CONCORD ASSET MANAGEMENT, LLC, formally registered with the SEC as CONCORD ASSET MANAGEMENT, LLC. The firm was established in 11/04/2020. They have over 3 offices throughout the country.

CONCORD ASSET MANAGEMENT, LLC is a Abingdon, Virginia based Financial Planning firm with nearly $406,040,358 assets under management, offering retirement planning & investment advisory services to 1331 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310710
SEC#	801-119737
Assets Managed by Firm	$406,040,358
No. of Clients	1331
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1331	$406,040,358
Other investment advisers	Fewer than 5 clients	$406,040,358

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