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Concord Advisory Group LTD

Flat / fixed fees in Princeton, NJ

SEC registeredNo commissions reported

Call (609) 987-9000Send a messageMap ↗

Public-record details

Address
700 Alexander Park, Suite 203 & 202, Princeton, NJ 08540
Phone
(609) 987-9000
Listed under
Flat / fixed fees, Retirement plan consulting
CRD number
107291
Registration
SEC registered since 1991-02-01
Compensation (Form ADV 5.E)
Fixed fees; Other (% of Assests Under Consultation)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Pension consulting; Selection of other advisers
Regulatory assets under management
$46.2 billion
Accounts managed
204
Clients reported (Form ADV 5.D)
204
Individual / high-net-worth clients
0 / 3
Employees
34
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-11

SEC registered investment adviser, CRD 107291, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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