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Building 2CONCORD ATLANTIC, INC.

Map pin
Phone978-369-6060
NotebookSEC #801-120993
Total AUM
$145M
Employees
1
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 6PM
Monday - Friday
Phone
978-369-6060

ReceiptFinancials

Total AUM
$145M
Accounts
50
Discretionary
$144M
Accounts
40
Non-Discretionary
$1M
Accounts
10

ContactClients

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Individual Clients
10
AUM
$1M
HNW Individual Clients
40
AUM
$144M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MAMDVA

HandshakeAffiliates

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

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