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CONCORD MANAGEMENT SERVICES, LLC

SUMMIT, NJ · CRD 292760 · IAPD ↗ · concordhp.com · 212-508-7090

$301.0MRegulatory AUM
2Advisory reps
2Employees
7Clients
n/aPlanning clients
7Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — CONCORD MANAGEMENT SERVICES, LLC shrank from 6 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.