Concord Asset Management

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

955 W Main St, Abingdon, Virginia, 24210...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About Concord Asset Management

Concord Asset Management (CAM) is an investment advisory firm that specializes in providing tailored portfolio solutions to meet the unique needs, goals, and risk tolerances of its clients. The company focuses on personalized and cost-effective investment management, leveraging tax-efficient strategies and deep economic research to enhance performance. CAM aims to optimize investment outcomes through customized, goal-driven strategies while minimizing costs and maximizing after-tax returns. Their target clients include both individual investors and financial advisors seeking to improve investment results.Explore more
Concord Asset Management's Social MediaPopular SearchesConcord Asset Management LLCConcord Asset ManagementSIC Code 62,628NAICS Code 52,523Show more

Concord Asset Management Org Chart

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GA
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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Concord Asset Management

<$5M
1-10
Private
-
2020
GA
Gary AikenChief Investment Officer
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
2006
BB
Bill BoydPresident
<$5M
1-10
Private
<$5M
2004
N/A
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
2012
Curt Stauffer, President & Founder at Seven Summits Capital
Curt StaufferPresident & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Concord Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Concord Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Concord Asset Management.

Concord Asset Management Tech Stack

A closer look at the technologies used by Concord Asset Management

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Frequently Asked Questions Regarding Concord Asset Management

What is Concord Asset Management's official website?
Concord Asset Management's official website is www.concordassetmgmt.com
What is Concord Asset Management's Revenue?
Concord Asset Management's revenue is <$5 Million
What is Concord Asset Management's SIC code?
Concord Asset Management's SIC: 62,628
What is Concord Asset Management's NAICS code?
Concord Asset Management's NAICS: 52,523
How many employees does Concord Asset Management have?
Concord Asset Management has 1-10 employees
What industry does Concord Asset Management belong to?
Concord Asset Management is in the industry of: Finance, Securities Trading
What is Concord Asset Management competition?
Concord Asset Management top competitors include: Reye Partners Asset Management, Seven Summits Capital, The Aldridge Group, Frontier Advisors
What technology does Concord Asset Management use?
Some of the popular technologies that Concord Asset Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
What does Concord Asset Management do?

Concord Asset Management (CAM) is an investment advisory firm that specializes in providing tailored portfolio solutions to meet the unique needs, goals, and risk tolerances of its clients. The company focuses on personalized and cost-effective investment management, leveraging tax-efficient strategies and deep economic research to enhance performa... nce. CAM aims to optimize investment outcomes through customized, goal-driven strategies while minimizing costs and maximizing after-tax returns. Their target clients include both individual investors and financial advisors seeking to improve investment results.Read More

What are Concord Asset Management social media links?
Concord Asset Management Linkedin page Concord Asset Management Facebook page
Is Concord Asset Management a public company?
Concord Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Concord Asset Management

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