CONCORD ADVISORY GROUP LTD

RIASEC RegisteredEst. 1991

Total AUM

$46.2B

Discretionary

0% of AUM

Avg account

$226M

Accounts

204

Employees

Advisory reps

Firm details

Headquarters: PRINCETON, New Jersey
CRD number: 107291
Registered since: February 1, 1991
Website: www.concordadvisory.com
Custodians: THE BANK OF NEW YORK MELLON, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Fixed Fees, Other
Client types: Pension & Profit Sharing Plans40.63%
Corporations / Businesses29.14%
Charitable Organizations14.27%
Insurance Companies9.59%
Other6.3%
Services: Pension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Concord Advisory Group Ltd. is a corporation that functions primarily as a non‑discretionary adviser and capital allocator for high‑net‑worth families and institutional clients. The firm provides pension consulting and helps clients select outside advisers and managers rather than taking discretionary trading authority. Its advisory model emphasizes third‑party manager selection and implementation through publicly available pooled funds and selected alternative vehicles. Concord uses a fixed fee (and other) pricing structure and does not list active ESG integration as part of its investment approach.