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Concorde Investment Management

EST. AUM
$376,213,522

CONTACTS
4

CLIENT ACCOUNTS
378

Firm Details

Metro area Dallas
CRD Number 105237
Website concordeco.com
Client types

Overview

Concorde Investment Management is an independent Registered Investment Advisor focusing on client-specific investment strategies. Founded on the principle of providing authentic, unbiased advice, the firm limits its client list to maintain service quality. With over 75 years of combined experience, principals John Stetter and Gary Wood develop individualized investment policies. Concorde operates in a fiduciary capacity, offering conflict-free advice and emphasizing education and empowerment of clients for informed decision-making.

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Alternative Activity

Address

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

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