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Building 2CONCORD ASSET MANAGEMENT, LLC

Map pinABINGDON, VA
Phone(276) 628-5910
NotebookSEC #801-119737
Total AUM
$639.4M
Employees
2
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
955 WEST MAIN STREET
ABINGDON
VA 24210
United States
Operating Hours
8:00 AM -5:00 PM
Monday - Friday
Phone
(276) 628-5910
Other Offices
3

ReceiptFinancials

Total AUM
$639.4M
Accounts
1,653
Discretionary
$639.4M
Accounts
1,653
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Advisor Clients
1
AUM
$639.4M
Corporation or Business Clients
9
AUM
$0

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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