Concord Asset Management, LLC
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Overview
Concord Asset Management, LLC is an advisory company headquartered in Midlothian, Virginia. It manages $253.8 million in assets throughout 1,239 client accounts, making it a mid-tier firm in the United States by assets under management (AUM). It has a small team, including 3 financial advisors. Concord Asset Management, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like equities, bonds and options.
Concord Asset Management, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management means that transaction choices are made by an investment advisor without requiring the client's permission. The advisory firm's typical account size is $204,853. The typical advisor at Concord Asset Management, LLC manages about 413 client accounts.
The company's central office is located at 5309 Commonwealth Center Parkway, Midlothian, Virginia 23112. It is legally permitted to provide services to clients in the state of Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Concord Asset Management, LLC by the Numbers
$253.8 million
3
1,239
$204.9 thousand
Products and Services
Services provided by Concord Asset Management, LLC can include portfolio management for institutional clients and selection of other advisers. The firm does not sell products or offer services apart from investment advice to its investment advisory customers. Concord Asset Management, LLC is affiliated with one or more other service providers in the financial services industry, including with an accountant or accounting firm.
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
Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by Concord Asset Management, LLC most likely are comprised of the following fee structures: asset-based or fixed. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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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
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Concord Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Concord Asset Management, LLC
Midlothian, VA
Fairfax, VA
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