The Concord Advisory Group Revenue
Financial Services • 
West Windsor, New Jersey, United States • 21-50 Employees
The Concord Advisory Group revenue & valuation
| Annual revenue | $2,000,000 |
| Revenue per employee | $67,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,400,000 |
| Total funding | No funding |
Key Contacts at The Concord Advisory Group
Renee Gallagher
Director Of Client Relations
Michael Grisley
Investment Consultant - Associate Director
Chad Santin
Investment Consultant - Associate Director
Marissa Hine
Managing Director, Director Of Research
Thomas Lyons
Director-Research, Senior Investment Strategist
Matt Tamasi
Investment Consultant - Associate Director
Lynn Barclay
Director Of Business Management
Scott Schleiffer
Investment Consultant - Associate Director
Company overview
| Headquarters | 700 Alexander Park, Suite 203, Princeton, NJ 08540, US |
| Phone number | +1085406351 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Trusts, Endowments And Foundations, Healthcare Organizations, Religious Organizations, Corporate & Insurance |
| Founded | 1988 |
| Employees | 21-50 |
| Socials |
The Concord Advisory Group Email Formats
The Concord Advisory Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@concordadvisory.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@concordadvisory.com | 66.7% |
{last name}{last name} | doedoe@concordadvisory.com | 18.5% |
{first name}{last name} | johndoe@concordadvisory.com | 14.8% |
About The Concord Advisory Group
The Concord Advisory Group, Ltd. is an independently owned investment consulting firm with over $35 billion in assets under advisory. Established in 1988 Concord provides objective investment consulting services including; investment policy development, asset allocation studies, investment manager searches, on-going manager due diligence, and cost analysis. Concords clients include mid-size corporations, foundations, endowments, healthcare, and religious organizations. Located in Princeton, NJ Concord currently employs 32 associates consisting of investment consultants, analysts, research associates and administrative personnel. Concord provides strategic advice to institutions that want to improve the results of their investment programs. Our consulting services empower organization’s internal staff, investment committee and board members to become more efficient. Our consultants help clients navigate the complexities of today’s investment markets. Superior knowledge and experience allows our staff to engineer forward-looking investment strategies. Exceptional investment programs do not happen by accident. They require the fusion of sound governance, strategy and execution. Concord accepts no compensation from financial institutions. The only product we sell is non-conflicted professional advice.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
The Concord Advisory Group has 9 employees across 4 departments.
Departments
Number of employees
Funding Data
The Concord Advisory Group has never raised funding before.
The Concord Advisory Group Tech Stack
Discover the technologies and tools that power The Concord Advisory Group's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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