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 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
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 12
Douglas Eagle
President, CEOCRD 4157461

Jasmine Jordan
Chief Operating OfficerCRD 6941621
Joshua Goodridge
Brokerage CoordinatorCRD 6655425
Contacts
3 of 145
William Walker
Investment AdvisorCRD 5771229

Jennifer Donais
Financial AdvisorCRD 5854794

Preston Mokris
Independent AdvisorCRD 5179201
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
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