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Building 2CONCORDIA CAPITAL ASSOCIATES, LLC

Map pinBOSTON, MA
Phone617-310-6170
NotebookSEC #801-61606
Total AUM
$11M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE INTERNATIONAL PLACE
24TH FLOOR
BOSTON
MA 02110
USA
Operating Hours
8AM TO 6PM
Monday - Friday
Phone
617-310-6170

ReceiptFinancials

Total AUM
$11M
Accounts
1
Discretionary
$11M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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