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Concord Asset Management, LLC

● SEC registered since 2020CRD 310710SEC# 801-119737Abingdon, VA
Export (members)
Reg. AUM
$520.1M
Employees
2
Accounts
1,555
Location
Abingdon, VA

Concord Asset Management, LLC assets under management

Concord Asset Management, LLC operates as an SEC-registered investment adviser based in Abingdon, VA. The firm has been registered since 2020. It reports $520.1 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/concord-asset-managementView on SEC.gov ↗

Concord Asset Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Concord Wealth Holdings, LLC ControlManaging MemberOver 75%2020
Edge Strategic Services, LLC ControlMember25-50%2020
Gary Neil Aiken ControlChief Investment OfficerUnder 5%2022
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Frequently asked questions

How much does Concord Asset Management, LLC manage?

Concord Asset Management, LLC reports $520.1 million in regulatory assets under management on its Form ADV.

How many employees does Concord Asset Management, LLC have?

Concord Asset Management, LLC reports 2 employees.

Where is Concord Asset Management, LLC located?

Concord Asset Management, LLC is based in Abingdon, VA and has been SEC-registered since 2020.

Does Concord Asset Management, LLC disclose fund performance?

Concord Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address955 West Main Street, Abingdon, VA 24210
Phone(276) 628-5910
Fax(276) 623-1593
Office hours8:00 a.m. -5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK2031885
Discloses disciplinary historyNo

Assets under management

Discretionary$520.1M
Non-discretionary$0
Total (RAUM)$520.1M