C
$145.0M Total AUM
$144.0M Disc. AUM
-- 3Y CAGR
1 Employees
100 ADV. Clients
22 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-08-2004
- Office Locations
- 1
Office Locations
-- Falls Church VA
About Concord Atlantic, Inc.
Concord Atlantic, Inc. is a Concord-based RIA. The firm has been operating for 22 years. Managing $145.0M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$145.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
22.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEPHEN EUGENE MOROZ
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #1960244
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,000,000 | $3,600,000 |
| Non-Discretionary | $1,000,000 | $100,000 |
| Total | $145,000,000 | $2,900,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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