Investment adviser · CRD 126111

CONCORD ASSET MANAGEMENT

Investment adviser filing (IA)

CONCORD ASSET MANAGEMENT, LLC

CHICAGO, IL, United States · Form ADV filed Oct 3, 2014

Regulatory AUM
$467M
Form ADV · Item 5.F
Client accounts
797
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 3, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

150 SOUTH WACKER DRIVE, SUITE 3200
CHICAGO, IL, 60606, United States

CRD 126111

Filing source

Form ADV 848143 · Oct 3, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.