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Building 2CONCORDE INVESTMENT MANAGEMENT

Map pinDALLAS, TX
Phone972-701-5400
NotebookSEC #801-16625
Total AUM
$376.2M
Employees
6
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8383 PRESTON CENTER PLAZA DRIVE
SUITE 360
DALLAS
TX 75225
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
972-701-5400

ReceiptFinancials

Total AUM
$376.2M
Accounts
378
Discretionary
$286M
Accounts
277
Non-Discretionary
$90.2M
Accounts
101

ContactClients

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Individual Clients
50
AUM
$20.4M
HNW Individual Clients
75
AUM
$289M
Investment Company Clients
1
AUM
$665K
Pooled Vehicle Clients
6
AUM
$66.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVISORY SERVICES TO OTHER INVESTMENT ADVISERS
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LANCNETXWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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