Concentio Capital

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

12900 Preston Rd Ste 717, Dallas, Texas,...

Phone Number

(972) 991-1000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
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1

About Concentio Capital

Concentio Capital Management is a Dallas-based investment firm that specializes in holistic portfolio management services. The firm employs a multi-disciplinary approach to understand financial markets and aims to preserve and grow clients' capital. Their offerings include asset management, retirement planning, and trust management, tailored to meet individual client needs. With over two decades of expertise, Concentio Capital serves clients seeking personalized financial advisory services.Explore more
Concentio Capital's Social MediaPopular SearchesConcentio CapitalConcentio Capital ManagementConcentio Capital Management LLCConcentio Capital Management isSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Concentio Capital

<$5M
1-10
Private
-
2015
N/A
$5.3M
11-50
Private
<$5M
2007
DC
Donald ChambersChief Investment Officer
<$5M
1-10
Private
-
2014
Keya Dash, President at Dash Investments
Keya DashPresident
<$5M
1-10
Private
-
2010
DS
Darren SchneckFinancial Advisor
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Concentio Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Concentio Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Concentio Capital.

Concentio Capital Tech Stack

A closer look at the technologies used by Concentio Capital

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Frequently Asked Questions Regarding Concentio Capital

What is Concentio Capital's official website?
Concentio Capital's official website is www.concentiocapital.com
What is Concentio Capital's Revenue?
Concentio Capital's revenue is <$5 Million
What is Concentio Capital's SIC code?
Concentio Capital's SIC: 62,628
What is Concentio Capital's NAICS code?
Concentio Capital's NAICS: 52,523
How many employees does Concentio Capital have?
Concentio Capital has 1-10 employees
What industry does Concentio Capital belong to?
Concentio Capital is in the industry of: Finance, Securities Trading
What is Concentio Capital competition?
Concentio Capital top competitors include: Pillar Wealth Management, Wealth Advisory Services, Dash Investments, Capital Asset Management
What technology does Concentio Capital use?
Some of the popular technologies that Concentio Capital uses are: WooCommerce, WordPress.org, PHP, Bullhorn
How do I contact Concentio Capital?
Concentio Capital contact info: Phone number: (972) 991-1000 Website: www.concentiocapital.com
What does Concentio Capital do?

Concentio Capital Management is a Dallas-based investment firm that specializes in holistic portfolio management services. The firm employs a multi-disciplinary approach to understand financial markets and aims to preserve and grow clients' capital. Their offerings include asset management, retirement planning, and trust management, tailored to mee... t individual client needs. With over two decades of expertise, Concentio Capital serves clients seeking personalized financial advisory services.Read More

What are Concentio Capital social media links?
Concentio Capital Linkedin page
Is Concentio Capital a public company?
Concentio Capital is private company therefore does not currently have an official ticker symbol
See more information about Concentio Capital

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