Concord Advisory Group Ltd
Princeton, NJ·SEC-registered · CRD #107291
Concord Advisory Group Ltd is an SEC-registered investment advisory firm in Princeton, NJ managing $46B across 408 client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$46B
Client accounts
408
Advisory staff
12
Fee model
Fee-based
How Concord Advisory Group Ltd is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Concord Advisory Group Ltd
How much does Concord Advisory Group Ltd manage?
Per its most recent SEC Form ADV filing (03/11/2026), Concord Advisory Group Ltd reports $46B in regulatory assets under management across roughly 408 client accounts.
How does Concord Advisory Group Ltd charge?
Concord Advisory Group Ltd is a fee-based firm. Its disclosed compensation arrangements are: Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Concord Advisory Group Ltd a fiduciary?
Yes. Concord Advisory Group Ltd is registered with the U.S. Securities and Exchange Commission (CRD #107291), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Concord Advisory Group Ltd taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Concord Advisory Group Ltd and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Concord Advisory Group Ltd's public SEC Form ADV filing (CRD #107291, filed 03/11/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Concord Advisory Group Ltd. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Concord Advisory Group Ltd? Claim this profile.