CONCORD ATLANTIC, INC.

Adviser information for CONCORD ATLANTIC, INC. last updated from Form ADV on May 1st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Other (specify)
Fiscal Year End	DECEMBER
Legal Location	Massachusetts, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	140	$109.0M
Non-Discretionary	0	$0
Total	140	$109.0M

Clients

Type	Number	RAUM
Individuals	40	$23.0M
HNW Individuals	25	$86.0M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-120993
SEC ERA File Number	801-120993
SEC CIK Numbers	None
SEC CRD Numbers	121820
Legal Entity Identifier	None

Principal Office

65 MINISTERIAL DRIVE
CONCORD
MA
United States

Monday - Friday, 8AM - 6PM

Tel: 978-369-6060, Fax: 978-369-3456

Chief Compliance Officer

STEPHEN EUGENE MOROZ

MANAGING DIRECTOR

65 MINISTERIAL DRIVE

CONCORD

United States

Tel: 9783696060

Fax: 978.369.3456

S*@******************M

(Full email address available in API data)

Regulatory Contact