Concordia Wealth Management, LLC
Concordia Wealth Management, LLC (CRD# 164278) is a financial advisory firm headquartered in Concord, MA. They manage $170,427,780 in 123 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Concordia Wealth Management, LLC
By the Numbers
-
Total Assets Under Management170MILLION
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Total Number of Accounts123ACCOUNTS
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Average Account Value$1,385,592
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NY, TX
Financial Advisors at Concordia Wealth Management, LLC
1
James Daron (CRD# 6424663) is an Investment Advisor Representative working at Concordia Wealth Management, LLC in Concord, MA and has over 9 years of experience in the finance industry.
2
Robert Rodriguez (CRD# 2051214) is an Investment Advisor Representative working at Concordia Wealth Management, LLC in Concord, MA and has over 18 years of experience in the finance industry.
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