Concord Wealth Partners
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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities32%
- Cash & Cash Equivalents6%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 399Active vs passive
$748M in ETFs
75%
$562M
24%
$185M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) | State Street | Passive | Foreign Large Blend | $39.3M | 782,378 | 5.25% |
Location
Abingdon, VA
Washington
Location
Abingdon, VA
Headquartered in Abingdon, VA, anchoring the Johnson City-Kingsport-Bristol, TN-VA metro in the South.
- Metro area
- Johnson City-Kingsport-Bristol, TN-VA
- Region
- South
- County
- Washington
- Address
- 955 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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