Concorde Investment Services
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Finance · Michigan, United States · 51-200 Employees

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Overview

Headquarters

19500 Victor Pkwy Ste 550, Livonia, Mich...

Phone Number

(248) 824-6710

Revenue

$20.1 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

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's Social MediaSIC Code 62,621NAICS Code 52,523Show more

Concorde Investment Services Org Chart

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President & Chief Executive Officer

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Managing Director, Marketing

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Compare Similar Companies to Concorde Investment Services

Compare insights from companies similar to Concorde Investment Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Concorde Investment Servi...

$20.1M
51-200
Private
<$5M
2010
$67.7M
51-200
Private
-
1992
Robert Castaneda, Senior Vice President - Chief Information Officer at Centaurus Financial
Robert CastanedaSenior Vice President - Chief Information Officer
$25.8M
11-50
Private
-
1990
JN
Jeffery NelsonSenior Director and Senior Portfolio Manager, Equities
$19.4M
51-200
Private
<$5M
2003
KW
Karen WheatleySenior Statutory Officer
$7.9M
51-200
Private
-
1986
Frank Lombardo, Chief Executive Officer & Ams Certified Consulting Meteorologist at The Weatherworks
Frank LombardoCEO & Ams Certified Consulting Meteorologist
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
<$5M
51-200
Private
-
1997
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Concorde Investment Services Tech Stack

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Frequently Asked Questions Regarding Concorde Investment Services

What is Concorde Investment Services's official website?
Concorde Investment Services's official website is www.concordeis.com
What is Concorde Investment Services's Revenue?
Concorde Investment Services's revenue is $20.1 Million
What is Concorde Investment Services's SIC code?
Concorde Investment Services's SIC: 62,621
What is Concorde Investment Services's NAICS code?
Concorde Investment Services's NAICS: 52,523
How many employees does Concorde Investment Services have?
Concorde Investment Services has 51-200 employees
What industry does Concorde Investment Services belong to?
Concorde Investment Services is in the industry of: Finance, Insurance, Securities Trading
What is Concorde Investment Services competition?
Concorde Investment Services top competitors include: The Weatherworks, DH Hill Advisors, Centaurus Financial, Cabot Lodge Securities
What technology does Concorde Investment Services use?
Some of the popular technologies that Concorde Investment Services uses are: WordPress.org, PHP, HubSpot Marketing Free, Google Universal Analytics
How do I contact Concorde Investment Services?
Concorde Investment Services contact info: Phone number: (248) 824-6710 Website: www.concordeis.com
What does Concorde Investment Services do?

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... dividual 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.Read More

What are Concorde Investment Services social media links?
Concorde Investment Services Linkedin page Concorde Investment Services Twitter page
Who invested in Concorde Investment Services?
Concorde Investment Services has 2 investors including PPP and PPP.
Is Concorde Investment Services a public company?
Concorde Investment Services is private company therefore does not currently have an official ticker symbol
See more information about Concorde Investment Services

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