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
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Other (FAMILY OFFICE SERVICES)
Fee Structure:
A percentage of AUM, Fixed fees
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in Massachusetts?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
Top Financial Advisory Firms in Massachusetts, Concord
Explore More Financial Advisor Firms in Concord, Massachusetts >>
