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Concorde

EST. AUM
$598,360,368

CONTACTS
2

CLIENT ACCOUNTS
3,705

Firm Details

Metro area Ann Arbor
CRD Number 140367
Website concordeis.com
Client types

Overview

Concorde Investment Services is an SEC-Registered Investment Advisor and full-service broker-dealer. The firm offers a comprehensive range of financial services, including investment solutions, asset management, and insurance products. Concorde supports independent financial professionals with cloud-based technology, paperless back-office systems, and a focus on entrepreneurial independence. The firm emphasizes providing creative solutions tailored to client needs and operates with a mission to empower financial professionals and their clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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