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| Concord Asset Management LLC
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|
|---|---|
| CRD # | 310710 |
| SEC # | 801-119737 |
| CIK # | 0001275124, 0002031885 |
| AUM | $520.1 M (2025-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 276-628-5910 |
| Address | 955 West Main Street Abingdon, VA 24210 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 32.6 | ||
| Microsoft Corp | 19.4 | ||
| Apple Inc | 14.1 | ||
| Amazon Com Inc | 9.7 | ||
| Broadcom Inc | 8.6 | ||
| J P Morgan Chase & Co | 8.4 | ||
| Facebook Inc | 8.4 | ||
| Alphabet Inc | 5.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 520.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,555 | 520.1 |
| By Discretionary | ||
| Discretionary | 1,555 | 520.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,555 | 520.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 520.1 | |
| Total | 1,555 | 520.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001275124] | |
| 13F-HR | [0002031885] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Signalpoint Asset Management LLC
✚
|
MO | 0.5 |
|
Castle Rock Wealth Management LLC
✚
|
CA | 0.5 |
|
Blue Barn Wealth LLC
✚
|
UT | 0.5 |
|
Fairfield Bush & Co
✚
|
CT | 0.5 |
|
Hahn Capital Management LLC
✚
|
CA | 0.5 |
|
Phraction Management LLC
✚
|
CT | 0.5 |
|
Summit Financial Advisors LLC
✚
|
CA | 0.5 |
|
Compass Financial Management LLC
✚
|
FL | 0.5 |
|
Tounjian Advisory Partners LLC
✚
|
FL | 0.5 |
|
O'Rourke & Company Incorporated
✚
|
MA | 0.5 |