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| Happy Holidays!! thanks for using AUM13F!! |
| Concord Advisory Group Ltd
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|---|---|
| CRD # | 107291 |
| SEC # | 801-38219 |
| CIK # | |
| AUM | $37.6 B (2025-03-26) |
| Employees | 34 (35% Investors, 0% Brokers) |
| Phone | 609-987-9000 |
| Address | 700 Alexander Park Princeton, NJ 08540 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 36 | 13.4 |
| (h) Charitable organizations | 63 | 5.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 28 | 5.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 30 | 10.5 |
| (n) Other | 40 | 2.7 |
| Total | 200 | 37.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 200 | 37.6 |
| Total | 200 | 37.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 36.5 | |
| Total | 200 | 37.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MML Investment Advisers LLC
✚
|
MA | 41.0 |
|
Vest Financial LLC
✚
|
VA | 39.3 |
|
Newton Investment Management Ltd
✚
|
39.2 | |
|
NLG Capital Inc
✚
|
VT | 39.1 |
|
Nippon Life Global Investors Americas Inc
✚
|
NY | 38.5 |
|
BAMCO Inc
✚
|
NY | 38.2 |
|
Callan LLC
✚
|
CA | 37.8 |
|
StepStone Group Europe Alternative Investments Limited
✚
|
36.7 | |
|
Eaton Vance Advisers International Ltd
✚
|
35.9 | |
|
BC Partners PE LP
✚
|
NY | 35.3 |