| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Eugene Moroz Control | Managing Director/Chief Compliance Officer | Over 75% | 1993 |
Concord Atlantic, Inc. reports $130 million in regulatory assets under management on its Form ADV.
Concord Atlantic, Inc. reports 1 employees.
Concord Atlantic, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 978-369-6060 |
| Fax | 978-369-3456 |
| Office hours | 8a.m. - 6p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $130M |
| Non-discretionary | $0 |
| Total (RAUM) | $130M |