Concord Wealth Partners

RIASEC Registered

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 adviser organized as an LLC that provides financial planning and discretionary portfolio management to both individuals/families and institutional clients. The firm is SEC registered (initial registration in 2014) and identifies as a capital allocator that sources and places client capital with third‑party managers in addition to managing public portfolios directly. Fee arrangements include asset‑based fees along with hourly and fixed‑fee engagements. Concord lists advisory services spanning financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of outside advisers. The firm also describes itself as an active ESG investor.