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Building 2CONCORD INVESTMENT MANAGEMENT

Map pinNEW YORK, NY
Phone212-759-2375
NotebookSEC #801-57620
Total AUM
$129.5M
Employees
3
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 EAST 45TH STREET
10TH FLOOR
NEW YORK
NY 10017
United States
Operating Hours
9:00A.M. TO 5:00P.M.
Monday - Friday
Phone
212-759-2375

ReceiptFinancials

Total AUM
$129.5M
Accounts
4
Discretionary
$129.5M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$15.5M
Corporation or Business Clients
1
AUM
$114M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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