Concorde Investment Services, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
157
Avg account
$0

Firm details

Headquarters
Ann Arbor, Michigan
CRD number
151604
Registered since
August 13, 2010

Firm profile

FINTRX

Overview

Concorde Investment Services, LLC is organized as a limited liability company and appears on public records as an SEC-registered adviser since 2010. The firm’s ownership is listed as a combination of a domestic entity and an individual, and its classification in the source dataset is “unclassified.” The profile contains limited detail on Concorde’s business model, client types, fee schedule, or specific advisory activities. The record also indicates the firm is not identified as a multi-state adviser and is not documented as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 12
  • Douglas Eagle

    Douglas Eagle

    President, CEOCRD 4157461

  • Jasmine Jordan

    Jasmine Jordan

    Chief Operating OfficerCRD 6941621

  • Joshua Goodridge

    Brokerage CoordinatorCRD 6655425

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Contacts

3 of 145
  • William Walker

    William Walker

    Investment AdvisorCRD 5771229

  • Jennifer Donais

    Jennifer Donais

    Financial AdvisorCRD 5854794

  • Preston Mokris

    Preston Mokris

    Independent AdvisorCRD 5179201

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Ann Arbor, MI

Washtenaw

Location

Ann Arbor, MI

Headquartered in Ann Arbor, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Washtenaw
Address
3909 Research Park Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth