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Concorde Investment Management
Dallas, Texas
Concorde Investment Management, headquartered in Dallas, TX, is a distinguished investment advisory firm with a team of five dedicated professionals. With a focus on delivering personalized financial strategies, they offer comprehensive investment advisory services to their esteemed clientele.
Three of Concorde Investment Management's experts specialize in providing investment advisory services, leveraging their extensive knowledge and experience. Each investment advisor manages an average of approximately $82,150,000 in assets under management, which aligns with the industry average.
Concorde Investment Management follows a ...see more
Assets Under Mgmt
$341.24M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other: ADVISORY SERVICES TO OTHER INVESTMENT ADVISERS
Reviews for Concorde Investment Management
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