The Concord Advisory Group
Likely to Engage tag.Highly Engaged Employees

Business Services · New Jersey, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

700 Alexander Park Ste 203, Princeton, N...

Phone Number

(609) 987-9000

Revenue

$16 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
2
1
1
1

About The Concord Advisory Group

Concord Advisory Group Ltd provides strategic consulting services to institutional investors, including healthcare organizations, religious organizations, endowments, foundations, and corporate clients. Their focus is on enhancing investment program outcomes through objective research and strategic advice, empowering internal staff and boards to navigate complex investment markets. The firm emphasizes the importance of sound governance, strategy, and implementation in achieving exceptional investment results. Notably, Concord operates without accepting compensation from financial institutions, ensuring their advice remains non-conflicted.Explore more
The Concord Advisory Group's Social MediaPopular SearchesThe Concord Advisory Group LtdConcord Advisory Group LtdConcord Advisory Group IncConcord Advisory Group LLCConcord ConsultantsSIC Code 87,874NAICS Code 54,541Show more

The Concord Advisory Group Org Chart

PhoneEmail
CS
United States flag for contact location.

Managing Director, Consulting Operations, Com...

PhoneEmail
BS
United States flag for contact location.

CFA, Managing Director

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
MH
United States flag for contact location.

Managing Director, Director of Research

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.
MM
United States flag for contact location.

Senior Consultant

PhoneEmail
JB
United States flag for contact location.

Senior Consultant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is The Concord Advisory Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to The Concord Advisory Group

Compare insights from companies similar to The Concord Advisory Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Concord Advisory Grou...

$16M
11-50
Private
-
1988
CS
Chad SantinManaging Director, Consulting Operations, Compliance
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
$8.1M
11-50
Private
-
2005
N/A
$6.3M
11-50
Private
-
1990
MC
Mary CornpropstChief Financial Officer
$5.8M
11-50
Private
-
2001
LS
Linda SchwartzManager, Business
<$5M
11-50
Private
-
2004
BC
Bruno CarvalhoChief Investment Officer
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

The Concord Advisory Group is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

The Concord Advisory Group is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about The Concord Advisory Group.

The Concord Advisory Group Tech Stack

A closer look at the technologies used by The Concord Advisory Group

Top Business Services Companies

Frequently Asked Questions Regarding The Concord Advisory Group

What is The Concord Advisory Group's official website?
The Concord Advisory Group's official website is www.concordadvisory.com
What is The Concord Advisory Group's Revenue?
The Concord Advisory Group's revenue is $16 Million
What is The Concord Advisory Group's SIC code?
The Concord Advisory Group's SIC: 87,874
What is The Concord Advisory Group's NAICS code?
The Concord Advisory Group's NAICS: 54,541
How many employees does The Concord Advisory Group have?
The Concord Advisory Group has 11-50 employees
What industry does The Concord Advisory Group belong to?
The Concord Advisory Group is in the industry of: Business Services, Finance, Project Management
What is The Concord Advisory Group competition?
The Concord Advisory Group top competitors include: J Safra Asset Management, Journey Capital Advisers, Gerber Taylor, SoundHaven Capital Management
What technology does The Concord Advisory Group use?
Some of the popular technologies that The Concord Advisory Group uses are: WordPress.org, PHP, Microsoft 365, Google Tag Manager
How do I contact The Concord Advisory Group?
The Concord Advisory Group contact info: Phone number: (609) 987-9000 Website: www.concordadvisory.com
What does The Concord Advisory Group do?

Concord Advisory Group Ltd provides strategic consulting services to institutional investors, including healthcare organizations, religious organizations, endowments, foundations, and corporate clients. Their focus is on enhancing investment program outcomes through objective research and strategic advice, empowering internal staff and boards to na... vigate complex investment markets. The firm emphasizes the importance of sound governance, strategy, and implementation in achieving exceptional investment results. Notably, Concord operates without accepting compensation from financial institutions, ensuring their advice remains non-conflicted.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.