SEC Form ADV

CONCORDE FINANCIAL RESOURCES

Registered Investment AdviserSC
$231.0M
Assets Under Management
532
Total Clients
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Registration Details

Accession
CRD-117836
Location
YORK, SC
Filing Date
March 25, 2026
AUM
$231.0M
Total Clients
532
Amendment
No

About this Adviser

CONCORDE FINANCIAL RESOURCES is a registered investment adviser headquartered in YORK, SC, managing approximately $231.0M in assets across 532 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.