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Concord Atlantic, Inc. (Concord)


Concord Atlantic, Inc. is an adviser based in Concord. It manages $22 million of regulatory assets for 98 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Maryland, Massachusetts, and Virginia.

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Concord Atlantic provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Concord Atlantic: assets under management

The assets under management (AUM) of Concord Atlantic, Inc. is $22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $224.49 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Concord Atlantic, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Concord

The principal office where Concord Atlantic, Inc. performs its advisory services is located at 65 Ministerial Drive, Concord, MA 01742, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 978-369-3456 or by fax 978-369-3456. The normal business hours are 8am - 6pm on Monday - Friday. You can find more information about the New York firm at sm@concordatlantic.com.


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