CONCORD ASSET MANAGEMENT, LLC of ABINGDON, VA is an SEC-registered investment adviser (CRD 310710). Regulatory assets under management: $639.4M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Jonathan Wade Lopez | PRESIDENT | — |
| Jonathan Robert Weatherly | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| Gary Neil Aiken | CHIEF INVESTMENT OFFICER | — |
| Jonathan David Manela | MANAGING MEMBER | — |
| LOPEZ JONATHAN WADE | PRESIDENT | — |
| WEATHERLY JONATHAN ROBERT | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| MANELA JONATHAN DAVID | MANAGING MEMBER | — |
| AIKEN GARY NEIL | CHIEF INVESTMENT OFFICER | — |