CONCORD WEALTH PARTNERS

955 West Main Street
Abingdon, Virginia 24210-2427
Tel: 276-628-5910

About CONCORD WEALTH PARTNERS

CONCORD WEALTH PARTNERS, formally registered with the SEC as CONCORD WEALTH PARTNERS. The firm was established in 03/05/2014. They have over 7 offices throughout the country.

CONCORD WEALTH PARTNERS is a Abingdon, Virginia based Financial Planning firm with nearly $806,605,242 assets under management, offering retirement planning & investment advisory services to 3085 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118643
SEC#	801-79249
Assets Managed by Firm	$806,605,242
No. of Clients	3085
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3085	$806,605,242
Individuals (other than high net worth individuals)	1021	$363,170,865
High net worth individuals	212	$388,126,843
Pension and profit sharing plans	21	$53,715,428
Charitable organizations	5	$1,592,106

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