|
⚲
|
| Concord Advisory Group Ltd
✚
| |
|---|---|
| CRD # | 107291 |
| SEC # | 801-38219 |
| CIK # | |
| AUM | $35.3 BB (2024-03-20) |
| Employees | 34 (35% Investors, 0% Brokers) |
| Phone | 609-987-9000 |
| Address | 700 Alexander Park Princeton, NJ 08540 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 38 | 12.5 |
| (h) Charitable organizations | 52 | 5.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 28 | 4.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 30 | 10.2 |
| (n) Other | 38 | 2.5 |
| Total | 190 | 35.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 190 | 35.3 |
| Total | 190 | 35.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 34.3 | |
| Total | 190 | 35.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Franklin Mutual Advisers LLC
✚
|
NJ | 38.4 |
|
NLG Capital Inc
✚
|
VT | 35.9 |
|
Nippon Life Global Investors Americas Inc
✚
|
NY | 35.5 |
|
Pacer Advisors Inc
✚
|
PA | 35.1 |
|
Brookfield Asset Management Credit and Insurance Solutions
✚
|
NY | 34.5 |
|
Callan LLC
✚
|
CA | 34.2 |
|
StepStone Group Europe Alternative Investments Limited
✚
|
33.0 | |
|
First Sentier Investors Singapore
✚
|
32.5 | |
|
Hermes Investment Management Limited
✚
|
32.0 | |
|
The Variable Annuity Life Insurance Company
✚
|
TX | 31.7 |