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Building 2CONCORD INVESTMENT COMPANY

Map pinCHICAGO, IL
Phone312-236-1166
NotebookSEC #801-17982
Total AUM
$83.2M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 SOUTH WACKER DRIVE, SUITE 350
CHICAGO
IL 60606
USA
Operating Hours
8:30 AM TO 5 PM
Monday - Friday
Phone
312-236-1166

ReceiptFinancials

Total AUM
$83.2M
Accounts
196
Discretionary
$56M
Accounts
193
Non-Discretionary
$27.2M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ILMOOHTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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