Concordia Investment Advisors is a registered investment advisor that refers clients to Morgan Stanley. Concordia receives a referral fee from Morgan Stanley for any client that invests funds with them. Concordia does not manage any assets directly. Concordia provides services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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