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Concordia Wealth Management
Concordia Wealth Management is an SEC-registered investment adviser in Concord, MA, registered since 2013. It manages $197 million in assets, with $186...
Overview
Concordia Wealth Management is an SEC-registered investment adviser in Concord, MA, registered since 2013. It manages $197 million in assets, with $186 million on a discretionary basis. The firm has 4 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2013
Location
Region
North America
Country
United States
City
Concord
Corporate office
Concord, MA, United States
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