Concord Advisory Group Ltd

Overview

Concord Advisory Group Ltd is an SEC registered investment adviser based in Princeton, NJ, registered since 1991. It reports $46.2B in assets under management across 204 accounts, with 34 employees.

Reported AUM

$46.2B

Accounts

204

Average account

$226M

Employees

34

Registered since

1991

Jurisdictions

12

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Insurance Companies
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Other Fees

Executive officers 3 of 3

• Scott Santin Managing Partner, Chief Compliance Officer CRD 1436339
• Christopher Edward Cahill Partner CRD 1130685
• Michael John Michalski Partner CRD 1980923

Location

Headquarters

700 Alexander Park Ste 203
Princeton, NJ 08540

County

Mercer

Metro area

Trenton-Princeton, NJ

Region

Northeast

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: concordadvisory.com

Every state, with registration dates

Similar firms near Princeton

• Blackrock Investment Management, LLCPrinceton, NJ$677B AUM
• Prysm Capital, L.P.Princeton, NJ$6.9B AUM
• Edgestream Partners, L.P.Princeton, NJ$4.9B AUM
• Watermark Group, Inc.Princeton, NJ$3.8B AUM
• Systematic Alpha Investments, LLCPrinceton, NJ$3.5B AUM