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CONCORD MANAGEMENT SERVICES, LLC

CRD 292760 · SEC 801-114729

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25 DEFOREST AVENUE, SUITE 108, SUMMIT, NJ, 07901, United States

Phone

212-508-7090

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$301.0M

Discretionary AUM

$301.0M

Team

2 total employees; 2 advisory reps; 7 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles7$301.0M

All web addresses on file

Official SEC filing: View on IAPD