Gary
Aiken

Concord Asset Management, LLC

CRD#5966206
Investment Advisor
in Fairfax, VA

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About this Advisor

Gary Aiken is a financial advisor based in Fairfax, Virginia, working with Concord Asset Management, LLC. Gary has previously held positions at Aafmaa, Aafmaa Wealth Management & Trust LLC, Concord Wealth Management, and Concord Asset Management. Gary has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Gary is part of Concord Asset Management, LLC, which operates out of Fairfax, Virginia. The firm has 2 offices and 2 employees. The firm manages assets totaling $406.0 million. The services offered by the firm include portfolio management for institutional clients and selection of other advisers. The fee structure at Concord Asset Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Fairfax, VA

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Concord Asset Management, LLC Brokerage Details

Total Assets Under Management

$406,040,358

VA Average: $1,835,309,194
Total Number of Employees

2

VA Average: 32
Total Number of Accounts

1,331

VA Average: 1,458
Average Account Size

$305,064

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Gary Aiken Work History

2022 - Present (2 years)

Concord Wealth Management

2022 - Present (2 years)

Concord Asset Management

2022 - 2022 (< 1 year)

Aafmaa Wealth Management & Trust LLC

2020 - 2022 (2 years)

Aafmaa Wealth Management & Trust LLC

2013 - 2020 (7 years)

Aafmaa

Disclosures

Please visit the SEC profile of Gary Aiken to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Concord Asset Management, LLC

Gary Aiken
Fairfax, VA

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