| Concordia Wealth Management LLC | |
|---|---|
| CRD # | 164278 |
| SEC # | 801-77860 |
| CIK # | |
| AUM | $144.2 MM |
| Employees | 3 |
| Phone | 978-371-7044 |
| Address | 37 Main Street Suite 1 Concord, MA 1742 |
| Links |
IAPD
EDGAR
Website
|
| Total AUM ($BB) |
|---|
| Limited Partners | Timeline | CAFR |
|---|---|---|
| New York State and Local Retirement System |
2018-03-31
|
| Comparable Firms | AUM ($BB) |
|---|---|
| Capital Formation Group Inc | 0.1 |
| Asset Management Resources LLC | 0.1 |
| Martha'S Vineyard Investment Advisors LLC | 0.1 |
| Beacon Financial Planning Inc | 0.1 |
| Altschuler James Stephen | 0.1 |
| Successful Money Strategies Inc | 0.1 |
| Flagship Private Wealth LLC | 0.1 |
| LENK Ladner Investment Solutions LLC | 0.1 |
| Newfound Research LLC | 0.1 |
| Ironwood Investment Management LLC | 0.1 |