RIA Intelligence

CONCORD EQUITY GROUP ADVISORS LLC

Legal name: THE CONCORD EQUITY GROUP, LLC

CRD #14569 SEC #801-46275 MATAWAN, NJ 732-335-0800
SEC Registered
Total AUM
$405.5M
Discretionary
$15.5M
Employees
--
Clients
26
Accounts
770

AUM Over Time

DateFeb 2007
Total AUM$405.5M
Discretionary$15.5M
Non-Disc.$390M
Employees--
Clients--
DateJan 2006
Total AUM$306.7M
Discretionary$15.4M
Non-Disc.$291.3M
Employees10
Clients--
DateFeb 2005
Total AUM$76.8M
Discretionary$11.8M
Non-Disc.$65M
Employees10
Clients--
DateJan 2005
Total AUM$306.7M
Discretionary$15.4M
Non-Disc.$291.3M
Employees10
Clients--
DateJan 2005
Total AUM$306.7M
Discretionary$15.4M
Non-Disc.$291.3M
Employees10
Clients--
DateApr 2002
Total AUM$70M
Discretionary$39M
Non-Disc.$31M
Employees--
Clients--