Concord Wealth Partners

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Concord Wealth Partners
CRD #118643
SEC #801-79249
CIK #
AUM $290.2 MM (96% Disc, 100% US)
Employees10 (70% Investors, 50% Brokers)
Phone276-628-5910
Address955 West Main Street
Abingdon, VA 24210-2427
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
2952361771185902005201020152020
Comparable Firms State AUM ($BB)
Square Advisors LLC
NY 0.3
Monument Capital Management LLC
VA 0.3
Nuveen Investments Advisers LLC
IL 0.3
HW Capital LLC
CA 0.3
Wealth Alliance Advisory Group LLC
KS 0.3
Landmark Financial Advisors LLC
KY 0.3
BCS Wealth Managment LLC
TN 0.3
McDonald Financial Services LLC
AL 0.3
Northshore Advisors LLC
MN 0.3
Atlas Brown Inc
KY 0.3
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