Be advised. This firm is no longer registered.

Concord Investment Management

Concord Investment Management (CRD# 111973) is a financial advisory firm headquartered in New York, NY. They manage $129,483,262 in 4 accounts and serve the financial needs of clients across 0 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $32,370,816
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
The map below shows states where this firm has explicit registration only.

Financial Advisors at Concord Investment Management
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.