Concord Advisory Group Ltd
● SEC registered since 1991CRD 107291SEC# 801-38219Princeton, NJ
Reg. AUM
$46.19B
Employees
34
Accounts
204
Location
Princeton, NJ
Concord Advisory Group Ltd assets under management
Concord Advisory Group Ltd is a registered investment adviser overseen by the SEC based in Princeton, NJ. The firm has been registered since 1991. It reports $46.2 billion in regulatory assets under management and employs 34 people.
Concord Advisory Group Ltd owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Edward Cahill Control | Partner | 25-50% | 1990 |
| Michael John Michalski | Partner | 10-25% | 1990 |
| Scott Santin Control | Managing Partner, Chief Compliance Officer | 25-50% | 1990 |
Frequently asked questions
How much does Concord Advisory Group Ltd manage?
Concord Advisory Group Ltd reports $46.2 billion in regulatory assets under management on its Form ADV.
How many employees does Concord Advisory Group Ltd have?
Concord Advisory Group Ltd reports 34 employees.
Where is Concord Advisory Group Ltd located?
Concord Advisory Group Ltd is based in Princeton, NJ and has been SEC-registered since 1991.
Does Concord Advisory Group Ltd disclose fund performance?
Concord Advisory Group Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 700 Alexander Park, Suite 203 & 202, Princeton, NJ 08540 |
| Phone | 609-987-9000 |
| Fax | 609-285-2038 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$46.19B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$46.19Bregulatory AUM
Discretionary $0Non-discretionary $46.19B