| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Edward Cahill Control | Partner | 25-50% | 1990 |
| Michael John Michalski | Partner | 10-25% | 1990 |
| Scott Santin Control | Managing Partner, Chief Compliance Officer | 25-50% | 1990 |
Concord Advisory Group Ltd reports $37.6 billion in regulatory assets under management on its Form ADV.
Concord Advisory Group Ltd reports 34 employees.
Concord Advisory Group Ltd is based in Princeton, NJ and has been SEC-registered since 1991.
Concord Advisory Group Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 700 Alexander Park, Suite 203 & 202, Princeton, NJ 08540 |
| Phone | 609-987-9000 |
| Fax | 609-285-2038 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $37.57B |
| Total (RAUM) | $37.57B |