← Back to searchVisit website
CONCORD ADVISORY GROUP LTD
CRD 107291 · SEC 801-38219
700 ALEXANDER PARK, SUITE 203 & 202, PRINCETON, NJ, 08540, United States
Phone
609-987-9000
Fax
609-285-2038
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$46.19B
Discretionary AUM
$0
Team
34 total employees; 12 advisory reps
Clients
0
Fees
Fixed fees; % OF ASSESTS UNDER CONSULTATION
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Pension consultingSelection of other advisersASSET ALLOCATION ADVICE AND SELECTION OF INVESTMENT VEHICLES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $31.7M |
| Pension/profit sharing plans | 37 | $18.76B |
| Charitable organizations | 66 | $6.59B |
| Insurance companies | 26 | $4.43B |
| Corporations/business entities | 32 | $13.46B |
States served
IA, MD, MN, NE, NJ, NY, OH, PA, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD