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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