← Back to searchVisit website
CONCORDE INVESTMENT MANAGEMENT
CONCORDE FINANCIAL CORPORATION
CRD 105237 · SEC 801-16625
8383 PRESTON CENTER PLAZA DRIVE, SUITE 360, DALLAS, TX, 75225, United States
Phone
972-701-5400
Fax
972-701-5420
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$376.2M
Discretionary AUM
$286.0M
Team
6 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)ADVISORY SERVICES TO OTHER INVESTMENT ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $20.4M |
| High net worth individuals | 75 | $289.0M |
| Investment companies | 1 | $665K |
| Pooled investment vehicles | 6 | $66.2M |
States served
LA, NE, NC, WA, TX
All web addresses on file
Official SEC filing: View on IAPD