About this location
CONCORD WEALTH PARTNERS offers portfolio management for individuals and/or small businesses, financial planning services, portfolio management for businesses, selection of other advisers and also performs business activities as .
Time in Business
No submission
Total Assets Under Management
$770,145,460
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Hourly charges
A percentage of assets under management
Fixed fees
Advisors at This Location
Edward Zywien
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Jonathan Lopez
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Gail Maidenbaum
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John Wilson
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Mitchell York
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Daniel Thornton
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Adam Waitkevich
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Jonathan Weatherly
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Emily Lee
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Justin Lopez
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Rebecca Blevins
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Tyler Caveness
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Juan Garcia
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Joseph Waitkevich
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