Falists
← Back to search

CONCORD ASSET MANAGEMENT, LLC

CRD 310710 · SEC 801-119737

Visit website

955 WEST MAIN STREET, ABINGDON, VA, 24210, United States

Phone

(276) 628-5910

Fax

(276) 623-1593

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$639.4M

Discretionary AUM

$639.4M

Team

2 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Corporations/business entities9—

States served

MD, VA

All web addresses on file

Official SEC filing: View on IAPD