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 is recorded as SEC-registered in 2010. Ownership is listed as both a domestic entity and an individual. The dataset classifies the firm as "unclassified" and indicates the firm is not a capital allocator. The record marks the firm as not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related 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 10
Marc Slavny
Chief Investment OfficerCRD 2515906
Ross Marlin
Chief Compliance OfficerCRD 6931826
Delmar Mckinney
CEO & Financial AdvisorCRD 1186853
Contacts
3 of 144
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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