Concourse Financial Group

EST. AUM
$4,373,015,542

CONTACTS
5

CLIENT ACCOUNTS
20,957

Firm Details

Metro area Birmingham
CRD Number 15708
Website concoursefinancial.com
Client types

Overview

Acquired by Cetera early 2025. Outsource all manager due diligence to Cetera, utilizing the Cetera home-office models and approved list.

Platform Details

Investment Preferences

Alternative Activity