Managing Member · Concord Asset Management, LLC
Jonathan D. Manela
CRD 2841293 · Named on Form ADV at one SEC-registered adviser
At a glance
Concord Asset Management, LLC, an SEC-registered asset manager based in Abingdon, VA with $639 million in regulatory assets, lists Jonathan D. Manela on its Form ADV as Managing Member, a control person.
Firms and roles
- Concord Asset Management, LLCManaging MemberAsset manager · Abingdon, VA · $639M in regulatory assets
AtlasMembers
Jonathan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jonathan R. WeatherlyChief Compliance Officer, Concord Asset Management, LLC
- Gary N. AikenChief Investment Officer, Concord Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.