Concorde Investment Services, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
156
Avg account
$0

Firm details

Headquarters
Ann Arbor, Michigan
CRD number
151604
Registered since
August 13, 2010

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 11
  • Marc Slavny

    Marc Slavny

    Chief Investment OfficerCRD 2515906

  • Delmar Mckinney

    Delmar Mckinney

    CEO & Financial AdvisorCRD 1186853

  • Jasmine Jordan

    Jasmine Jordan

    Chief Operating OfficerCRD 6941621

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Contacts

3 of 145
  • Amit Urban

    Amit Urban

    Registered RepresentativeCRD 6855682

  • Thomas Fanning

    Registered RepresentativeCRD 1107203

  • Shane Snively

    Shane Snively

    Registered PrincipalCRD 4326919

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth