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Building 2THE CONCORD EQUITY GROUP, LLC

Map pinMATAWAN, NJ
Phone732-335-0800
NotebookSEC #801-46275
Total AUM
$405.5M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 MATAWAN ROAD
MATAWAN
NJ 07747-3912
USA
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
732-335-0800

ReceiptFinancials

Total AUM
$405.5M
Accounts
770
Discretionary
$15.5M
Accounts
220
Non-Discretionary
$390M
Accounts
550

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
CACTDEFLILINKYMIMOMSMTNCNJNMNYOHORPATXWA

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

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