Concord Atlantic, Inc.
Concord Atlantic, Inc. (CRD# 121820) is a financial advisory firm headquartered in , . They manage $120,000,000 in 170 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Concord Atlantic, Inc.
By the Numbers
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Total Assets Under Management120MILLION
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Total Number of Accounts170ACCOUNTS
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Average Account Value$705,882
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, MD, VA
Financial Advisors at Concord Atlantic, Inc.
1
Stephen Moroz (CRD# 1960244) is an Investment Advisor Representative working at Concord Atlantic, Inc. in Falls Church, VA and has over 33 years of experience in the finance industry.
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