CONCORD ASSET MANAGEMENT, LLC
CRD #310710 SEC #801-119737 ABINGDON, VA (276) 628-5910
SEC Registered
Total AUM
$520.1M
Discretionary
$520.1M
Employees
2
Clients
--
Accounts
1,555
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $520.1M | $520.1M | $0 | 2 | 0 |
| Mar 2024 | $406M | $406M | $0 | 2 | 0 |
| Oct 2023 | $253.8M | $253.8M | $0 | 3 | 0 |
| Jul 2023 | $253.8M | $253.8M | $0 | 3 | 0 |
| Mar 2023 | $253.8M | $253.8M | $0 | 3 | 0 |
| Dec 2022 | $379.7M | $379.7M | $0 | 4 | 0 |
| Mar 2022 | $379.7M | $379.7M | $0 | 4 | 0 |
| Nov 2021 | $241.6M | $241.6M | $0 | 1 | 0 |
| Sep 2021 | $241.6M | $241.6M | $0 | 1 | 0 |
| Apr 2021 | $241.6M | $241.6M | $0 | 1 | 0 |
| Oct 2020 | $0 | $0 | $0 | 1 | 0 |
| Oct 2020 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$520.1M
Discretionary$520.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$406M
Discretionary$406M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$253.8M
Discretionary$253.8M
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$253.8M
Discretionary$253.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$253.8M
Discretionary$253.8M
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$379.7M
Discretionary$379.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$379.7M
Discretionary$379.7M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$241.6M
Discretionary$241.6M
Non-Disc.$0
Employees1
Clients0
DateSep 2021
Total AUM$241.6M
Discretionary$241.6M
Non-Disc.$0
Employees1
Clients0
DateApr 2021
Total AUM$241.6M
Discretionary$241.6M
Non-Disc.$0
Employees1
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0