DIRECTORY OF REGISTERED ADVISORS
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CONCORD MANAGEMENT SERVICES, LLC
Tel: 212-508-7090
25 Deforest Avenue Suite 108
Summit, New Jersey 07901
CONCORD MANAGEMENT SERVICES, LLC
CONCORD MANAGEMENT SERVICES, LLC is a Summit, New Jersey based financial advisory firm with nearly $262,429,211 in assets under management and provides investment advisory services for 4 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for pooled investment vehicles
Fee Structure:
A percentage of AUM, Performance Based
Firm CRD#:
292760
SEC#:
801-114729
No. of Clients:
4
Assets under Management
$262,429,211
No. of Advisors:
8
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