Concord Asset Management, LLC

Concord Asset Management, LLC (CRD# 310710) is a financial advisory firm headquartered in Abingdon, VA. They manage $406,040,358 in 1,331 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
955 West Main Street, Abingdon, VA 24210
https://www.linkedin.com/company/concord-asset-management/
By the Numbers
  • Total Assets Under Management
    406
    MILLION
  • Total Number of Accounts
    1,331
    ACCOUNTS
  • Average Account Value
    $305,064
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Concord Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gary Aiken, financial advisor Fairfax VA
Gary N. Aiken
CRD#: 5966206
Fairfax, VA

Gary Aiken (CRD# 5966206) is an Investment Advisor Representative working at Concord Asset Management, LLC in Fairfax, VA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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