The Concord Advisory Group Ltd

  • Financial Services
  • Princeton NJ
  • 30 employees
  • Financial Services
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Company Overview

Headquarters
700 Alexander Park Suite 203, Princeton NJ
Website
concordadvisory.com
Phone
(609) 987-9000
Employees
30
Founded in
1988
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$16B

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Who is The Concord Advisory Group Ltd

The Concord Advisory Group, Ltd. is an independently owned investment consulting firm based in Princeton, New Jersey. Established in 1988, the company currently employs 32 associates and manages over $35 billion in assets. Concord provides a variety of investment consulting services, tailored to meet the needs of institutional clients. These services include investment policy development, asset allocation studies, investment manager searches, ongoing manager due diligence, and cost analysis. Their client roster includes mid-size corporations, foundations, endowments, healthcare, and religious organizations. Concord distinguishes itself through its commitment to providing objective, non-conflicted advice. The firm's consultants possess extensive knowledge and experience, enabling them to develop forward-looking investment strategies. Concord believes that exceptional investment programs require a combination of sound governance, strategy, and execution. For further information, please visit Concord's website at concordadvisory.com.

Company Leadership

Christopher Cahill

Co-Founder/Partner

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Renee Gallagher

Director of Client Relations

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The Concord Advisory Group Ltd Industry Tags

Healthcare Organizations
Endowments and Foundations
Religious Organizations
Corporate & Insurance
Trusts
Financial Services
Financial Advisory Services
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The Concord Advisory Group Ltd Tech Stack

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FAQ

What is the location of The Concord Advisory Group Ltd's headquarters?
The headquarters of The Concord Advisory Group Ltd are situated at 700 Alexander Park Suite 203, Princeton NJ
What is The Concord Advisory Group Ltd's phone number?
The Concord Advisory Group Ltd's contact number is (609) 987-9000.
What is The Concord Advisory Group Ltd's official website?
The official website of The Concord Advisory Group Ltd can be found at concordadvisory.com.
What is The Concord Advisory Group Ltd's current revenue?
As of December 2019, The Concord Advisory Group Ltd's annual revenue reached $16B.
How many employees does The Concord Advisory Group Ltd currently have?
The Concord Advisory Group Ltd employs approximately 30+ people as of December 2019
Which industries is The Concord Advisory Group Ltd primarily operating in?
The Concord Advisory Group Ltd operates in the following industries: Finance, Credit
Who is the Co-Founder/Partner of The Concord Advisory Group Ltd?
The Concord Advisory Group Ltd's Co-Founder/Partner is Christopher Cahill
What are The Concord Advisory Group Ltd's industry tags?
The Concord Advisory Group Ltd's industry tags include: Healthcare Organizations, Endowments and Foundations, Religious Organizations
When was The Concord Advisory Group Ltd founded?
The Concord Advisory Group Ltd was founded in 1988.

Employee Directory

Key Employees

Scott Santin

Managing Partner

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Thomas Lyons

Director-Research, Senior Investment Strategist

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