CONCORDIA WEALTH MANAGEMENT, LLC of CONCORD, MA is an SEC-registered investment adviser (CRD 164278). Regulatory assets under management: $197.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| ROBERT RODRIGUEZ | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | SACRAMENTO, CA |
| RODRIGUEZ ROBERT | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; PARTNER; SOLE MEMBER, PARTNER AND MANAGING MEMBER | — |
| ECKLER LAUREE A CAMERON | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |