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CONCORD ATLANTIC, INC.
CRD 121820 · SEC 801-120993
MD, United States
Phone
978-369-6060
Fax
978-369-3456
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$145.0M
Discretionary AUM
$144.0M
Team
1 total employees; 1 advisory reps; 50 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Other (specify)
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $1.0M |
| High net worth individuals | 40 | $144.0M |
States served
MD, MA, VA
Official SEC filing: View on IAPD