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CONCORDE INVESTMENT MANAGEMENT
8383 Preston Center Plaza Drive
Suite 360
Dallas, Texas 75225
Tel: 972-701-5400
About CONCORDE INVESTMENT MANAGEMENT
CONCORDE INVESTMENT MANAGEMENT, formally registered with the SEC as CONCORDE INVESTMENT MANAGEMENT. The firm was established in 12/01/1981. They have over 1 offices throughout the country.
CONCORDE INVESTMENT MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $358,710,823 assets under management, offering retirement planning & investment advisory services to 399 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105237 |
| SEC# | 801-16625 |
| Assets Managed by Firm | $358,710,823 |
| No. of Clients | 399 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (ADVISORY SERVICES TO OTHER INVESTMENT ADVISERS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 399 | $358,710,823 |
| Individuals (other than high net worth individuals) | 60 | $25,135,517 |
| High net worth individuals | 65 | $281,564,710 |
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