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Home > Retirement Planners > south carolina > york > CONCORDE FINANCIAL RESOURCES
CONCORDE FINANCIAL RESOURCES
12b N. Congress Street
York, South Carolina 29745
Tel: 336-838-4100
About CONCORDE FINANCIAL RESOURCES
CONCORDE FINANCIAL RESOURCES, formally registered with the SEC as CONCORDE FINANCIAL RESOURCES. The firm was established in 04/25/2018. They have over 2 offices throughout the country.
CONCORDE FINANCIAL RESOURCES is a York, South Carolina based Financial Planning firm with nearly $211,197,002 assets under management, offering retirement planning & investment advisory services to 515 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117836 |
| SEC# | 801-113094 |
| Assets Managed by Firm | $211,197,002 |
| No. of Clients | 515 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 515 | $211,197,002 |
| Individuals (other than high net worth individuals) | 164 | $58,744,801 |
| High net worth individuals | 66 | $148,636,419 |
| Corporations or other businesses | 2 | $356,752 |
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