CONCORDE FINANCIAL RESOURCES I INC.
Doing business as CONCORDE FINANCIAL RESOURCES. SEC Form ADV profile.
Total regulatory AUM
$230,956,657
Discretionary
$226,132,293
Non-discretionary
$4,824,364
Firm details
- CRD number
- 117836
- SEC file number
- 801-113094
- Main office
- YORK, SC, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.