Concordia Wealth Management LLC

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Assets, Funds, Holdings

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CAFR Data
Concordia Wealth Management LLC
CRD #164278
SEC #801-77860
CIK #
AUM $168.4 MM (94% Disc, 38% US, 2020-03-27)
Employees3 (67% Investors, 0% Brokers)
Phone978-371-7044
Address37 Main Street
Concord, MA 01742
Source [IAPD]
Total AUM ($MM)
170136102683402010201320172021
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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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