Concordia Wealth Management LLC


Assets, Funds, Holdings

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Concordia Wealth Management LLC
CRD #164278
SEC #801-77860
AUM $168.4 MM (94% Disc, 38% US, 2020-03-27)
Employees3 (67% Investors, 0% Brokers)
Address37 Main Street
Concord, MA 01742
Source [IAPD]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Christensen King & Associates Investment Services Inc
WA 0.2
Sanctuary Wealth Management LLC
ID 0.2
Hutchens & Kramer Investment Management Group LLC
IN 0.2
Wealth Advisors Inc
CA 0.2
Stern Capital Management Inc
NJ 0.2
V2 Financial Group LLC
IL 0.2
Trisperity Advisors LLC
TX 0.2
Sander Capital Advisors Inc
WA 0.2
Beacon Wealthcare Inc
NC 0.2
Meredith Kathryn JANE
NY 0.2
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