CONCORDE INVESTMENT SERVICES, LLC
Firm details
- Headquarters
- ANN ARBOR, Michigan
- CRD number
- 151604
- Registered since
- August 13, 2010
- Website
- concordeis.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 10MARC SLAVNY
Chief Investment OfficerCRD 2515906
ROSS MARLIN
Chief Compliance OfficerCRD 6931826
DELMAR MCKINNEY
CEO & Financial AdvisorCRD 1186853
Contacts
3 of 142Amit Urban
Registered RepresentativeCRD 6855682
THOMAS FANNING
Registered RepresentativeCRD 1107203
SHANE SNIVELY
Registered PrincipalCRD 4326919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
NORTHBRIDGE FINANCIAL SERVICES
Broker-DealerANN ARBOR, MI
AMERICAN ALTERNATIVE CAPITAL, LLC
Broker-DealerANN ARBOR, MI
KRAMBO CORPORTION
Broker-DealerANN ARBOR, MI
SIGMA FINANCIAL CORPORATION
Broker-DealerANN ARBOR, MI
PARKLAND SECURITIES, LLC
Broker-DealerANN ARBOR, MI
DONNELLY PENMAN & PARTNERS
Broker-DealerGROSSE POINTE FARMS, MI