CONCORDIA WEALTH MANAGEMENT, LLC
Tel: (978) 371-7044 37 Main Street Suite 1 Concord, Massachusetts 01742
About CONCORDIA WEALTH MANAGEMENT, LLC
CONCORDIA WEALTH MANAGEMENT, LLC is a Concord, Massachusetts based financial advisory firm with nearly $170,427,780 in assets under management and provides investment advisory services for 123 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
164278
Firm SEC#:
801-77860
Assets Under Management:
$170,427,780
No. of Clients:
123
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Other (FAMILY OFFICE SERVICES)
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