Concordia Capital LLC

Overview

Concordia Capital LLC is a very small, equity-focused advisory practice that serves individual and family clients, plus small-business portfolios. The firm operates as a limited liability company and functions both as an investment adviser (portfolio management for individuals/small businesses) and as a registered representative of a broker-dealer. Its advisory work is fee-based on a percentage of assets under management and carried out on a discretionary basis. The firm signals a clear preference for public, exchange-traded equities as the primary vehicle for client portfolios and does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices