Concord Asset Management

Financial Services • Brandermill, Virginia, United States • 1-10 Employees

Company overview

Headquarters	5309 Commonwealth Centre Parkway, Suite 109, Midlothian, Virginia 23112, US
Phone number	+12766285910
Website	concordassetmgmt.com
NAICS	52
Founded	2020
Employees	1-10

Key Contact at Concord Asset Management

Ronald Zimmerman

Senior Vice President

About Concord Asset Management

Concord Asset Management (CAM) provides clients with an innovative, institutional-quality asset management solution. Advisory services are only offered to clients or prospective clients where CAM and its representatives are properly licensed or exempt from licensure. CAM’s dedicated team is focused on delivering a comprehensive investment offering that includes customized portfolio construction, innovative model portfolios, thematic investing, direct investing & indexing, enhanced tax management, and savvy risk management. By cutting out the middleman and developing our own proprietary strategies, CAM will offer services typically reserved for the ultra-wealthy at a highly competitive price. *The information we share is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Third-party posts found on this profile do not reflect the views of Concord Asset Management. Concord Asset Management is an SEC Registered Investment Advisor. For full disclosures, visit: https://concordassetmgmt.com/

Concord Asset Management revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Concord Asset Management has never raised funding before.

Concord Asset Management Tech Stack

Discover the technologies and tools that power Concord Asset Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

Amazon SES

Slick

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

Twitter Emoji

Font scripts

Cloudflare Rocket Loader

Performance

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

Frequently asked questions

Concord Asset Management is located in Brandermill, Virginia, US.

You can reach Concord Asset Management at +12766285910.

Concord Asset Management was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Concord Asset Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Concord Asset Management

Ronald Zimmerman

Senior Vice President

4.8

40,000 users