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Building 2CONCORD ADVISORY GROUP LTD

Map pinPRINCETON, NJ
Phone609-987-9000
NotebookSEC #801-38219
Total AUM
$46.2B
Employees
34
Clients
204

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 ALEXANDER PARK
SUITE 203 & 202
PRINCETON
NJ 08540
United States
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
609-987-9000
Other Offices
1

ReceiptFinancials

Total AUM
$46.2B
Accounts
204
Discretionary
$0
Accounts
0
Non-Discretionary
$46.2B
Accounts
204

ContactClients

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HNW Individual Clients
3
AUM
$31.7M
Pension/Profit Sharing Plan Clients
37
AUM
$18.8B
Charitable Organization Clients
66
AUM
$6.6B
Insurance Company Clients
26
AUM
$4.4B
Corporation or Business Clients
32
AUM
$13.5B
Other Clients
40
AUM
$2.9B
Description of Other Clients
RELIGIOUS ORGANIZATIONS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionOther ServicesPension Consulting
Other Services
ASSET ALLOCATION ADVICE AND SELECTION OF INVESTMENT VEHICLES
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
% OF ASSESTS UNDER CONSULTATION

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIAMDMNMONENJNYOHPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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