CONCORDIA CAPITAL LLC

CONCORDIA CAPITAL LLC is an SEC-registered investment adviser (CRD 310426). Regulatory assets under management: $380K.

Registration

• CRD: 310426
• Type: Registered investment adviser
• Phone: 702-682-6152
• Latest filing: 2025-09-11
• Regulatory AUM: $380K
• Discretionary AUM: $380K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310426 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search