Concorde Investment Services, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
159
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. 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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 148
  • 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

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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

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