Concorde Investment Services, LLC

Overview

Concorde Investment Services, LLC is organized as a limited liability company and appears on FINTRX as an SEC-registered adviser since 2010. The snapshot classifies ownership as a domestic entity and individual ownership; beyond that, the firm is listed as "Unclassified" for its business categorization. The profile indicates the firm is not a capital allocator, not an active ESG investor, not a pension consultant, and is not identified as a related adviser. The provider-supplied fields for core operating details — including stated business activities, advisory services, fee structure and client base — are blank in the dataset. The snapshot also marks the firm as not a multi-state adviser, which contrasts with the office-count data elsewhere in the record (see Location & Offices).

Assets & Accounts

Location & Offices