Concord Wealth Partners is an investment advisor in Abingdon with $770.15 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
541987856
SEC advisor number
801-79249
FINRA CRD number
118643
AUM ?
$806.61 mm
(as of 26 Mar 24)
Accounts
3,085
(as of 26 Mar 24)
Employees
18
(12 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21