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

More Retirement Planning firms in York, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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