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Building 2CONCORD MANAGEMENT SERVICES, LLC

Map pinSUMMIT, NJ
Phone212-508-7090
NotebookSEC #801-114729
Total AUM
$301M
Employees
2
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 DEFOREST AVENUE
SUITE 108
SUMMIT
NJ 07901
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
212-508-7090

ReceiptFinancials

Total AUM
$301M
Accounts
7
Discretionary
$301M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
7
AUM
$301M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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