Concorde Financial

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

1120 E Long Lake Rd Ste 250, Troy, Michi...

Phone Number

(248) 740-8500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Concorde Financial

Concorde Financial Group specializes in investment management and financial planning services, with a focus on 1031 exchanges, retirement accounts, and real estate investments. They offer a simplified four-part process to address the unique needs of their clients, leveraging over 50 years of collective experience. Their intended clients include investors looking to defer taxes on capital gains through 1031 exchanges and those seeking comprehensive financial management. The firm operates independently and provides a range of investment options, including equities, mutual funds, and managed accounts.Explore more
Concorde Financial's Social MediaPopular SearchesConcorde FinancialConcorde Insurance Agency IncLake Investments LLCConcorde Financial GroupConcorde Finance & Investments IncSIC Code 62,628NAICS Code 52,523Show more

Concorde Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Concorde Financial

<$5M
11-50
Private
-
2014
<$5M
11-50
Private
$22.1M
2005
DM
Duane ManningVice President
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
1999
N/A
<$5M
1-10
Private
-
1997
N/A
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Company Profile Activity

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Activity Insights

Concorde Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Concorde Financial Tech Stack

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Frequently Asked Questions Regarding Concorde Financial

What is Concorde Financial's official website?
Concorde Financial's official website is www.concordefinancial.com
What is Concorde Financial's Revenue?
Concorde Financial's revenue is <$5 Million
What is Concorde Financial's SIC code?
Concorde Financial's SIC: 62,628
What is Concorde Financial's NAICS code?
Concorde Financial's NAICS: 52,523
How many employees does Concorde Financial have?
Concorde Financial has 11-50 employees
What industry does Concorde Financial belong to?
Concorde Financial is in the industry of: Finance, Securities Trading
What is Concorde Financial competition?
Concorde Financial top competitors include: Pacific Coast Wealth Management, Bruno Investment Management, Murphy Wealth Management, Karras
What technology does Concorde Financial use?
Some of the popular technologies that Concorde Financial uses are: Hosting.com (formerly A2 Hosting), reCAPTCHA, Cloudflare CDN, Google Font API
How do I contact Concorde Financial?
Concorde Financial contact info: Phone number: (248) 740-8500 Website: www.concordefinancial.com
What does Concorde Financial do?

Concorde Financial Group specializes in investment management and financial planning services, with a focus on 1031 exchanges, retirement accounts, and real estate investments. They offer a simplified four-part process to address the unique needs of their clients, leveraging over 50 years of collective experience. Their intended clients include inv... estors looking to defer taxes on capital gains through 1031 exchanges and those seeking comprehensive financial management. The firm operates independently and provides a range of investment options, including equities, mutual funds, and managed accounts.Read More

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

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