Concordia Wealth Management, LLC
Concordia Wealth Management, LLC (CRD# 164278) is a financial advisory firm headquartered in Concord, MA. They manage $170,427,780 in 123 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Concordia Wealth Management, LLC
By the Numbers
-
Total Assets Under Management170MILLION
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Total Number of Accounts123ACCOUNTS
-
Average Account Value$1,385,592
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NY, TX
Financial Advisors at Concordia Wealth Management, LLC
1
James Daron (CRD# 6424663) is an Investment Advisor Representative working at Concordia Wealth Management, LLC in Concord, MA and has over 9 years of experience in the finance industry.
2
Robert Rodriguez (CRD# 2051214) is an Investment Advisor Representative working at Concordia Wealth Management, LLC in Concord, MA and has over 18 years of experience in the finance industry.
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