Concorde Investment Services
Finance · Michigan, United States · 51-200 Employees
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Overview
Headquarters
19500 Victor Pkwy Ste 550, Livonia, Mich...Phone Number
(248) 824-6710Website
www.concordeis.comRevenue
$20.1 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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2
About Concorde Investment Services
Concorde Investment Services is a nationally recognized, SEC-Registered Investment Advisor and full-service broker-dealer and insurance firm, licensed in all 50 states. The company is dedicated to supporting financial professionals and their clients by providing an integrated ecosystem of investment, advisory, and insurance solutions tailored to individual goals. With a focus on personalized service, Concorde aims to maximize potential through customized support and forward-looking resources. Their specialized business entities include Concorde Investment Services, Concorde Asset Management, and Concorde Insurance Agency.Explore more
Concorde Investment Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$7.9M
51-200
Private
-
1986
SR
Sean RowlandSenior Meteorologist - Vice President, Director of Operations
Company Profile Activity
Activity Insights
Concorde Investment Services is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Concorde Investment Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Concorde Investment Services.
Concorde Investment Services financials insights
Gather financial insights about Concorde Investment Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
2021
Debt
$480K
Concorde Investment Services Tech Stack
A closer look at the technologies used by Concorde Investment Services
Most Recent Scoops
Facilities Relocation / Expansion
Concorde Investment Services is planning to move offices in October 2026. The move will impact approximately 20 employees at the existing office located at 3909 Research Park Drive, Ann Arbor, MI.
Facilities Relocation/Expansion
Person-Based
Promotion
Executive Move
Executive Moves, Promotion
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Executive Move
Executive Moves, Promotion
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Executive Moves, Promotion
Concorde Investment Services News & Media
DST.com Joins Concorde Investment Services, Launching Platform for DST Investors and Advisor Business Development
ANN ARBOR, Mich., March 30, 2026 /PRNewswire/ -- Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial advisors nationwide, announced today that DST.com, a newly launched platform designed to modernize how investors access...Concorde Investment Services emerges as one of the sellers of bankrupt Inspired Healthcare deals.
But the firm claims the deals it sold are sound and should be separated as the court proceeds.Concorde Relocates Headquarters to Boca Raton, Florida
BOCA RATON, Fla., March 4, 2026 /PRNewswire/ -- Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial advisors nationwide, announced today plans to relocate its corporate headquarters from Ann Arbor, Michigan, to Boca Raton,...Concorde Investment Services Expands Platform with the Addition of KOA Financial Group
ANN ARBOR, Mich., Feb. 26, 2026 /PRNewswire/ -- Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial advisors nationwide, today announced that KOA Financial Group has joined the Concorde platform. KOA Financial Group is a...
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Frequently Asked Questions Regarding Concorde Investment Services
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Concorde Investment Services is a nationally recognized, SEC-Registered Investment Advisor and full-service broker-dealer and insurance firm, licensed in all 50 states. The company is dedicated to supporting financial professionals and their clients by providing an integrated ecosystem of investment, advisory, and insurance solutions tailored to in... Read More
