LP Profile

Concorde Financial Resources

Also known as concorde financial resources

Wealth ManagerYork, United StatesFounded 2001
$200M
Assets Under Management
York
Headquarters
Investment Focus

About Concorde Financial Resources

Concorde Financial Resources is a wealth manager based in York, US. Founded in 2001. Reported AUM: 200 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Concorde Financial Resources from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$231.0M
Total Clients
532
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Concorde Financial Resources across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Concorde Financial Resources?

Concorde Financial Resources is a wealth manager based in York, United States, managing approximately $200M in assets.

Where is Concorde Financial Resources headquartered?

Concorde Financial Resources is headquartered in York, United States.

How much does Concorde Financial Resources manage?

Concorde Financial Resources manages approximately $200M in assets under management.

When was Concorde Financial Resources founded?

Concorde Financial Resources was founded in 2001.

How can I contact Concorde Financial Resources?

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