CONCORD WEALTH PARTNERS - Financial Advisor in Virginia, Abingdon

Tel: 276-628-5910 955 West Main Street Abingdon, Virginia 24210-2427

About CONCORD WEALTH PARTNERS

CONCORD WEALTH PARTNERS is a Abingdon, Virginia based financial advisory firm with nearly $806,605,242 in assets under management and provides investment advisory services for 3085 clients. There are currently 18 financial advisors at the firm.

General Information

Firm CRD#:

118643

Firm SEC#:

801-79249

Assets Under Management:

$806,605,242

No. of Clients:

3085

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Virginia, Abingdon

FirmCRD#:310710

SEC#:801-119737

No. of Advisors:2

No. of Clients:1331

AUM:$406,040,358

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CONCORD ASSET MANAGEMENT, LLC

310710

801-119737

1331

$406,040,358

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