Concord Advisory Group Ltd

RIASEC RegisteredEst. 1991
Total AUM
$46.2B
Discretionary
$0
0% of AUM
Avg account
$226M
Accounts
204
Employees
34
Advisory reps
3

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 an institutional registered investment adviser organized as a corporation and SEC-registered since 1991. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that subadvises and selects outside managers. Its fee arrangements include fixed fees and other non-asset-based structures. Concord’s reported advisory activities include pension consulting services and the selection of other advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Private Funds 26%, US Government Bonds 5%, Cash & Cash Equivalents 5%, Exchange Traded Equities 4%, Investment Grade Corp Bonds 3%, State & Local Bonds 2%, Sovereign Bonds 1%, Non-Investment Grade Corp Bonds 1%53%
  • Public Funds/Mutual Funds53%
  • Private Funds26%
  • US Government Bonds5%
  • Cash & Cash Equivalents5%
  • Exchange Traded Equities4%

Owners & executives

1 of 1

  • Scott Santin

    Managing Partner and Chief Compliance OfficerCRD 1436339

Contacts

2 of 2

  • Christopher Cahill

    PartnerCRD 1130685

  • Michael Michalski

    Senior Investment ConsultantCRD 1980923

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Princeton, NJ

Mercer

Location

Princeton, NJ

Headquartered in Princeton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Mercer
Address
700 Alexander Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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