Concord Asset Management, LLC

Assets Under Management

$520.1M

Number of Clients

Not reported

Number of Advisors

2

Average Client AUM

N/A

AUM per Advisor

$260.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Concord Asset Management offers customized investment sub-advisory solutions to registered investment advisors (Clients). They construct portfolios using ETFs, stocks, bonds, mutual funds, options, and alternative investments, tailored to the Client's underlying investor relationships. CAM primarily uses long-term investment strategies.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

955 West Main Street, Abingdon, VA, 24210

2 Advisors at this firm

Concord Asset Management, Llc | TrueAdvisor