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CONCORDIA WEALTH MANAGEMENT, LLC

Tel: (978) 371-7044
37 Main Street
Suite 1
Concord, Massachusetts  01742

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CONCORDIA WEALTH MANAGEMENT, LLC

CONCORDIA WEALTH MANAGEMENT, LLC is a Concord, Massachusetts based financial advisory firm with nearly $170,427,780 in assets under management and provides investment advisory services for 123 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Other (FAMILY OFFICE SERVICES)

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

164278

SEC#:

801-77860

No. of Clients:

123

Assets under Management

$170,427,780

No. of Advisors:

3

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