CONCORD WEALTH PARTNERS

RIASEC RegisteredEst. 2014

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$327K

Accounts

3,273

Employees

Advisory reps

Firm details

Headquarters: ABINGDON, Virginia
CRD number: 118643
Registered since: March 5, 2014
Website: concordwealthpartners.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI64.62%
Individuals30.25%
Pension & Profit Sharing Plans2.95%
Corporations / Businesses1.89%
Charitable Organizations0.17%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Concord Wealth Partners is an independent registered investment advisor organized as an LLC and SEC-registered since 2014. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. Its client billing combines percentage-of-AUM fees with hourly and fixed-fee arrangements. Concord describes itself as a capital allocator and reports active ESG investing practices. The firm maintains industry relationships beyond advisory services, including affiliations with accountants and real estate brokers, and it engages third-party managers when appropriate. That combination suggests a hybrid model: discretionary portfolio management supplemented by manager selection and access to external funds.