Market Concepts, LLC is an adviser based in Charlottesville. It manages $2.5 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Virginia.
Market Concepts provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Market Concepts, LLC is $2.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Market Concepts, LLC for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Douglas Allen Stewart has been acting as President since 1 Nov 2008. Jessica Toll joined the executive team most recently as the Member.
The principal office where Market Concepts, LLC performs its advisory services is located at 300 Hickman Rd, Charlottesville, VA 22911, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 804-503-0094. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at mconceptsweb.com/.