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Building 2CONCORDIA WEALTH MANAGEMENT, LLC

Map pinCONCORD, MA
Phone(978) 371-7044
NotebookSEC #801-77860
Total AUM
$197.1M
Employees
4
Clients
53

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
37 MAIN STREET
SUITE 1
CONCORD
MA 01742
United States
Operating Hours
9:00AM - 6:00PM
Monday - Friday
Phone
(978) 371-7044
Other Offices
1

ReceiptFinancials

Total AUM
$197.1M
Accounts
116
Discretionary
$185.8M
Accounts
103
Non-Discretionary
$11.3M
Accounts
13

ContactClients

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Individual Clients
7
AUM
$3.6M
HNW Individual Clients
40
AUM
$152.5M
Corporation or Business Clients
6
AUM
$41M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANYTX

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

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