Concorde is a nationally recognized, full-service broker-dealer and SEC-Registered Investment Advisor (RIA) and insurance firm committed to supporting financial professionals and their clients. Through a thoughtfully integrated ecosystem of investment, advisory and insurance solutions, the firm provides the tools and expertise needed to help reach financial goals and objectives.
Founded by entrepreneurs, the Concorde team is proud to serve a company made up of like-minded individuals driven by passion, purpose and a shared commitment to excellence. With a personalized approach, the firm offers a high-caliber experience tailored to each advisor’s and client’s unique goals. Concorde’s integrated broker-dealer and wealth management platforms are designed to maximize potential, providing customized support and forward-looking resources that allow financial professionals unlock their full potential.
Headquartered in Michigan, Concorde Holdings, Inc. is the parent company of Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency. The firm serves clients across all 50 states with a clear focus on long-term partnership and purposeful progress. To learn more, visit concordeis.com.
Company Details
- Employees
- 63
- Founded
- -
- Address
- 3909 Research Park Dr,
- Phone
- 248-824-6710
- in****@****eis.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- concordeis.com
- Keywords
- Independent Broker Dealer, Registered Investment Adviser, Insurance Agency, Wealth Management, Alternative Investments, Asset Management, Financial Services, Registered Representative, Alternative Investing.
- HQ
- Ann Arbor, Michigan
Concorde Questions
Concorde's helpline number is 248-824-6710
Concorde's website is concordeis.com
Concorde's LinkedIn profile is https://www.linkedin.com/company/concorde-investment-services
Concorde has
63 employees.
View email and phone details for 63
employees at Concorde.
Concorde's industry is
Financial Services
Concorde's support email address is info@concordeis.com
Concorde's categories are Financial Services
Concorde's founding year is 2010
