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Building 2CONCORD ASSET MANAGEMENT

Map pinCHICAGO, IL
Phone312-236-1166
NotebookSEC #801-61970
Total AUM
$466.8M
Employees
9
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 3200
CHICAGO
IL 60606
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
312-236-1166

ReceiptFinancials

Total AUM
$466.8M
Accounts
797
Discretionary
$461.8M
Accounts
618
Non-Discretionary
$5M
Accounts
179

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINMDMNMONCNHNJNYOHTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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