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Building 2CONCORDE FINANCIAL RESOURCES

Map pinYORK, SC
Phone336-838-4100
NotebookSEC #801-113094
Total AUM
$231M
Employees
2
Clients
235

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12B N. CONGRESS STREET
YORK
SC 29745
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
336-838-4100
Other Offices
1

ReceiptFinancials

Total AUM
$231M
Accounts
532
Discretionary
$226.1M
Accounts
528
Non-Discretionary
$4.8M
Accounts
4

ContactClients

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Individual Clients
157
AUM
$56.1M
HNW Individual Clients
74
AUM
$170.5M
Corporation or Business Clients
1
AUM
$270.4K
Other Clients
3
AUM
$4.1M
Description of Other Clients
CHURCH

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCPASCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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