|
⚲
|
| Concord Wealth Partners
✚
| |
|---|---|
| CRD # | 118643 |
| SEC # | 801-79249 |
| CIK # | 0001814214 |
| AUM | $806.6 MM (2024-07-29) |
| Employees | 18 (67% Investors, 6% Brokers) |
| Phone | 276-628-5910 |
| Address | 955 West Main Street Abingdon, VA 24210-2427 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 23.0 | |
| MSFT | 1,918,222.4 | 17.4 | |
| AAPL | 2,382,844.0 | 16.0 | |
| AMZN | 1,092,997.8 | 7.8 | |
| AVGO | 201,282.9 | 7.0 | |
| META | 434,852.0 | 6.2 | |
| JPM | 340,169.2 | 5.9 | |
| GOOGL | 1,475,138.5 | 5.5 | |
| XOM | 385,508.3 | 4.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,021 | 363.2 |
| (b) Individuals (high net worth individuals) | 212 | 388.1 |
| (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 | 21 | 53.7 |
| (h) Charitable organizations | 5 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 3,085 | 806.6 |
| By Discretionary | ||
| Discretionary | 3,085 | 806.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,085 | 806.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 806.6 | |
| Total | 3,085 | 806.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001814214] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bluestem Wealth Partners LLC
✚
|
MN | 0.8 |
|
Next Level Private LLC
✚
|
NY | 0.8 |
|
Roehl & YI Investment Advisors LLC
✚
|
OR | 0.8 |
|
Randolph Co Inc
✚
|
OH | 0.8 |
|
O'Hagan Group Inc
✚
|
PA | 0.8 |
|
Correct Capital Wealth Management LLC
✚
|
MO | 0.8 |
|
Cardinal Capital Management Inc
✚
|
0.8 | |
|
Sittner & Nelson LLC
✚
|
OR | 0.8 |
|
LS Investment Advisors LLC
✚
|
MI | 0.8 |
|
Moody Aldrich Partners LLC
✚
|
MA | 0.8 |