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Concordia Wealth Management LLC
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CRD # | 164278 |
SEC # | 801-77860 |
CIK # | |
AUM | $170.4 MM (2024-03-13) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 978-371-7044 |
Address | 37 Main Street Concord, MA 01742 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 14 | 7.3 |
(b) Individuals (high net worth individuals) | 37 | 126.8 |
(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 | 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 | 7 | 36.3 |
(n) Other | 0 | 0.0 |
Total | 123 | 170.4 |
By Discretionary | ||
Discretionary | 110 | 160.3 |
Non-Discretionary | 13 | 10.1 |
Total | 123 | 170.4 |
By Non-United States Persons | ||
Non-United States Persons | 89.5 | |
United States Persons | 80.9 | |
Total | 123 | 170.4 |
Limited Partners | 2011 - 2024 |
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New York State and Local Retirement System | |
Teachers' Retirement Security for Illinois Educators |
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KRM Wealth Management LLC
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Clark Wealth Partners LLC
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IL | 0.2 |