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CONCORD MANAGEMENT SERVICES, LLC

SEC Form ADV profile.

Total regulatory AUM
$301,025,697
Discretionary
$301,025,697
Non-discretionary
$0

Firm details

CRD number
292760
SEC file number
801-114729
Main office
SUMMIT, NJ, United States
Employees
2
SEC status
Approved
Fee structure
Percentage of AUM Performance-based

As of October 2026.