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CONCORDE FINANCIAL RESOURCES
CONCORDE FINANCIAL RESOURCES I INC.
CRD 117836 · SEC 801-113094
12B N. CONGRESS STREET, YORK, SC, 29745, United States
Phone
336-838-4100
Fax
336-838-3033
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$231.0M
Discretionary AUM
$226.1M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $56.1M |
| High net worth individuals | 74 | $170.5M |
| Corporations/business entities | 1 | $270K |
States served
NC, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD