The Concord Advisory Group Ltd.
Investment Manager Questionnaire
Firm Name *
Your answer
Year Founded *
Your answer
SEC-Registered Investment Advisor *
Required
Firm AUM *
Please provide the most recent firm AUM in $MM
Your answer
Primary Office Location *
Your answer
Number of Employees *
Your answer
Number of Investment Professionals *
Your answer
Has your firm or any of its officers, representatives, or employees been the subject of any actual or threatened legal, regulatory or compliance investigations? *
If yes, please explain
Your answer
Strategy Type *
Select all that apply
Required
Strategy AUM *
If multiple strategies - choose the AUM range which best represents the average strategy
Vehicles offered *
Select all that apply
Required
Minimum Account Size and Fee Structure *
Please provide minimum account sizes and fees
Your answer
Is your information available on the eVestment database? *
Required
Is your information available on the Morningstar Direct database? *
Required
Primary Contact Name *
Your answer
Primary Contact Title *
Your answer
Primary Contact Email *
Your answer
Primary Contact Phone *
Your answer
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