CONCORD ADVISORY GROUP LTD
CRD #107291 SEC #801-38219 PRINCETON, NJ 609-987-9000
SEC Registered
Total AUM
$37.6B
Discretionary
$0
Employees
34
Clients
0
Accounts
200
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $37.6B | $0 | $37.6B | 34 | 0 |
| Mar 2024 | $35.3B | $0 | $35.3B | 34 | 0 |
| Mar 2023 | $32.8B | $0 | $32.8B | 32 | 0 |
| Mar 2022 | $45.4B | $0 | $45.4B | 34 | 0 |
| Mar 2021 | $43.3B | $0 | $43.3B | 31 | 0 |
| Oct 2020 | $35.6B | $0 | $35.6B | 31 | 0 |
| Mar 2020 | $35.6B | $0 | $35.6B | 31 | 0 |
| Mar 2019 | $29.5B | $0 | $29.5B | 32 | 0 |
| Apr 2018 | $23.1B | $0 | $23.1B | 31 | 0 |
| Mar 2018 | $23.1B | $0 | $23.1B | 90,411,631 | 0 |
| Sep 2017 | $13.7B | $0 | $13.7B | 30 | 100 |
| Mar 2017 | $13.7B | $0 | $13.7B | 30 | 100 |
| Aug 2016 | $13.1B | $0 | $13.1B | 28 | 26 |
| Mar 2016 | $13.1B | $0 | $13.1B | 26 | 26 |
| Mar 2015 | $12.2B | $0 | $12.2B | 27 | 26 |
| Mar 2014 | $11.2B | $0 | $11.2B | 28 | 26 |
| Mar 2013 | $9.3B | $0 | $9.3B | 23 | 26 |
DateMar 2025
Total AUM$37.6B
Discretionary$0
Non-Disc.$37.6B
Employees34
Clients0
DateMar 2024
Total AUM$35.3B
Discretionary$0
Non-Disc.$35.3B
Employees34
Clients0
DateMar 2023
Total AUM$32.8B
Discretionary$0
Non-Disc.$32.8B
Employees32
Clients0
DateMar 2022
Total AUM$45.4B
Discretionary$0
Non-Disc.$45.4B
Employees34
Clients0
DateMar 2021
Total AUM$43.3B
Discretionary$0
Non-Disc.$43.3B
Employees31
Clients0
DateOct 2020
Total AUM$35.6B
Discretionary$0
Non-Disc.$35.6B
Employees31
Clients0
DateMar 2020
Total AUM$35.6B
Discretionary$0
Non-Disc.$35.6B
Employees31
Clients0
DateMar 2019
Total AUM$29.5B
Discretionary$0
Non-Disc.$29.5B
Employees32
Clients0
DateApr 2018
Total AUM$23.1B
Discretionary$0
Non-Disc.$23.1B
Employees31
Clients0
DateMar 2018
Total AUM$23.1B
Discretionary$0
Non-Disc.$23.1B
Employees90,411,631
Clients0
DateSep 2017
Total AUM$13.7B
Discretionary$0
Non-Disc.$13.7B
Employees30
Clients100
DateMar 2017
Total AUM$13.7B
Discretionary$0
Non-Disc.$13.7B
Employees30
Clients100
DateAug 2016
Total AUM$13.1B
Discretionary$0
Non-Disc.$13.1B
Employees28
Clients26
DateMar 2016
Total AUM$13.1B
Discretionary$0
Non-Disc.$13.1B
Employees26
Clients26
DateMar 2015
Total AUM$12.2B
Discretionary$0
Non-Disc.$12.2B
Employees27
Clients26
DateMar 2014
Total AUM$11.2B
Discretionary$0
Non-Disc.$11.2B
Employees28
Clients26
DateMar 2013
Total AUM$9.3B
Discretionary$0
Non-Disc.$9.3B
Employees23
Clients26