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CONCORDE FINANCIAL CORPORATION

Doing business as CONCORDE INVESTMENT MANAGEMENT. SEC Form ADV profile.

Total regulatory AUM
$376,213,522
Discretionary
$286,014,402
Non-discretionary
$90,199,120

Firm details

CRD number
105237
SEC file number
801-16625
Main office
DALLAS, TX, United States
Employees
6
SEC status
Approved
Fee structure
Percentage of AUM Hourly

As of October 2026.