Concorde Investment Services, LLC
Firm details
- Headquarters
- Ann Arbor, Michigan
- CRD number
- 151604
- Registered since
- August 13, 2010
- Website
- concordeis.com
Firm profile
FINTRXOverview
Concorde Investment Services, LLC is organized as a limited liability company and has been registered with the SEC since 2010. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the available snapshot and is not identified as a capital allocator or as an active ESG investor. The available records do not disclose the firm's client base, fee structure, specific advisory activities, or other business lines. Additional snapshot flags indicate Concorde Investment Services, LLC is not designated a multi-state adviser, is not a pension consultant, is not a related adviser, and is not a newly formed adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 11
Marc Slavny
Chief Investment OfficerCRD 2515906

Delmar Mckinney
CEO & Financial AdvisorCRD 1186853

Jasmine Jordan
Chief Operating OfficerCRD 6941621
Contacts
3 of 148
Amit Urban
Registered RepresentativeCRD 6855682
Thomas Fanning
Registered RepresentativeCRD 1107203

Shane Snively
Registered PrincipalCRD 4326919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ann Arbor, MI
Washtenaw
Location
Ann Arbor, MI
Headquartered in Ann Arbor, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Washtenaw
- Address
- 3909 Research Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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