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. FINTRX lists the owner type as a domestic entity/individual and classifies the firm as "unclassified." The snapshot indicates the firm is not designated as a capital allocator, is not active on ESG integration, and is not listed as a multi-state adviser or a pension consultant. FINTRX does not provide details on the firm's client segments, fee arrangements, advisory services, or specific business activities. The available data is limited to registration and high-level operational flags rather than an investment or service profile.
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 145
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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