|
⚲
|
| Concord Asset Management LLC
✚
|
|
|---|---|
| CRD # | 310710 |
| SEC # | 801-119737 |
| CIK # | 0001275124 |
| AUM | $253.8 MM (2023-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 276-628-5910 |
| Address | 5309 Commonwealth Center Parkway Midlothian, VA 23112 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 253.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,239 | 253.8 |
| By Discretionary | ||
| Discretionary | 1,239 | 253.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,239 | 253.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.8 | |
| Total | 1,239 | 253.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001275124] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mount Lucas Index Advisers LLC
✚
|
PA | 0.3 |
|
Friends & Family Capital Management LLC
✚
|
CA | 0.3 |
|
Southwest Money Management Inc
✚
|
NV | 0.3 |
|
Paradigm Funds Advisor LLC
✚
|
NY | 0.3 |
|
Ancient Management LP
✚
|
NY | 0.2 |
|
Hundredfold Advisors LLC
✚
|
VA | 0.2 |
|
Rockwood Capital Advisors LLC
✚
|
MO | 0.2 |
|
Bexil Advisers LLC
✚
|
NY | 0.2 |
|
Carriage Services Investment Advisors Inc
✚
|
TX | 0.2 |
|
Corazon Group LLC
✚
|
IL | 0.2 |