CONCORDE INVESTMENT SERVICES, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
152
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 an investment advisory firm organized as a limited liability company and registered with the SEC in 2010. FINTRX records identify the ownership as a combination of a domestic entity and an individual. The dataset does not include a description of the firm’s specific advisory services, client segments, fee schedules or business activities. In FINTRX’s classification fields the firm is marked as unclassified. The snapshot flags several negative indicators: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant and not listed as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 10
  • MARC SLAVNY

    Chief Investment OfficerCRD 2515906

  • ROSS MARLIN

    Chief Compliance OfficerCRD 6931826

  • DELMAR MCKINNEY

    CEO & Financial AdvisorCRD 1186853

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Contacts

3 of 142
  • Amit Urban

    Registered RepresentativeCRD 6855682

  • THOMAS FANNING

    Registered RepresentativeCRD 1107203

  • SHANE SNIVELY

    Registered PrincipalCRD 4326919

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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