Concord Advisory Group LTD
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Overview
Concord Advisory Group LTD operates as a financial advisor firm located in Princeton, New Jersey. The firm manages $32.8 billion in assets over 190 client accounts, making it one of the largest investment advisory firms in the country by assets under management (AUM). The firm has a small team, including 13 financial advisors. Concord Advisory Group LTD does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as bonds, options and stocks.
Concord Advisory Group LTD administers none of the firm's accounts on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make transaction decisions for the client's account without needing client permission. Concord Advisory Group LTD also has 190 non-discretionary accounts totaling $32.8 billion in assets under management. The company's average account size is $172.8 million. The typical financial advisor at Concord Advisory Group LTD oversees around 15 client accounts, placing it among the more personalized firms in the country.
The firm's headquarters is located at 700 Alexander Park, Princeton, New Jersey 8540. It is allowed to serve investors throughout 12 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Concord Advisory Group LTD by the Numbers
$32.8 billion
32
190
$172.8 million
Products and Services
Concord Advisory Group LTD provides a variety of services, including pension consulting services, selection of other advisers and other services. The firm is not involved in selling products or offering services aside from investment advice to its investment advisory clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees largely vary depending on which service is offered. However, fee types billed by the firm most likely consist of the following fee types: fixed or other. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
Concord Advisory Group LTD works with a broad range of clients. Concord Advisory Group LTD caters to pension plans, charitable organizations, insurance companies, corporations and other. Out of its 190 customers, Concord Advisory Group LTD's largest client group by number of accounts is charitable organizations. Just 5% of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 72.43%
- Charitable Organizations - 27.57%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Concord Advisory Group LTD does not have any disclosures.
Please visit its Form ADV for more details.
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