Institutional
    SEC Registered

    Concord Advisory Group Ltd

    Registered investment advisor · Princeton, New Jersey · CRD #107291

    Assets Under Management
    $46.2B
    Client Accounts
    204
    Employees
    34
    CRD Number
    107291
    Registration
    SEC Registered
    Custodian
    Bny Mellon, Teachers Insurance And Annuity Association Of America-College Re, U.s. Bancorp

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Concord Advisory Group Ltd

    The Concord Advisory Group, Ltd. is an independently owned investment consulting firm with over $35 billion in assets under advisory. Established in 1988 Concord provides objective investment consulting services including; investment policy development, asset allocation studies, investment manager searches, on-going manager due diligence, and cost analysis. Concords clients include mid-size corporations, foundations, endowments, healthcare, and religious organizations. Located in Princeton, NJ C

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Concord Advisory Group Ltd

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Concord Advisory Group Ltd's AUM?

    Concord Advisory Group Ltd reports approximately $46.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Concord Advisory Group Ltd headquartered?

    Concord Advisory Group Ltd is headquartered in Princeton, New Jersey.

    What is Concord Advisory Group Ltd's CRD number?

    Concord Advisory Group Ltd's CRD number is 107291. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Concord Advisory Group Ltd manage?

    Concord Advisory Group Ltd manages approximately 204 client accounts according to its latest SEC filing.

    Is Concord Advisory Group Ltd SEC registered?

    Yes, Concord Advisory Group Ltd is registered with the SEC as an investment adviser with an approved registration status.

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