CONCORD ADVISORY GROUP LTD
Adviser information for CONCORD ADVISORY GROUP LTD last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 34 |
|---|---|
| Investment Advisory/Research | 12 |
| 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 | 0 | $0 |
| Non-Discretionary | 190 | $35.3B |
| Total | 190 | $35.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $25.5M |
| Banking or thrift institutions | <5 | $200.7M |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 38 | $12.5B |
| Charitable organizations | 52 | $5.2B |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 28 | $4.6B |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 30 | $10.2B |
| Other | 38 | $2.5B |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 5 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Pension consulting servicesSelection of other advisers (including private fund managers)ASSET ALLOCATION ADVICE AND SELECTION OF INVESTMENT VEHICLES |
|---|---|
| Compensation | Fixed fees% OF ASSESTS UNDER CONSULTATION |
Identifiers
| SEC RIA File Number | 801-38219 |
|---|---|
| SEC ERA File Number | 801-38219 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107291 |
| Legal Entity Identifier | None |
Principal Office
700 ALEXANDER PARKSUITE 203 & 202
PRINCETON
NJ
United States
Monday - Friday, 8:00 AM - 6:00 PM
Tel: 609-987-9000, Fax: 609-285-2038
Websites
Chief Compliance Officer
SCOTT SANTIN
MANAGING PARTNER
700 ALEXANDER PARK
STE 203
PRINCETON
NJ
United States
Tel:
609-987-9000
Fax:
609-285-2038
S******@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SANTIN, SCOTT | Individual | – | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | 04/1990 | 25-50% |
| CAHILL, CHRISTOPHER, EDWARD | Individual | – | PARTNER | 04/1990 | 25-50% |
| MICHALSKI, MICHAEL, JOHN | Individual | – | PARTNER | 04/1990 | 10-25% |