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Concorde Investment Management

Headquartered in DALLAS, TX

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Firm Information

Concorde Investment Management is a Dallas, TX-based investment advisor with $358.7 million in regulatory assets under management. They offer advisory services to individuals, businesses, investment companies, and other investment advisors. Their services include financial planning, portfolio management for individuals, businesses, and investment companies, and advisory services to other investment advisors.

Concorde Investment Management

8383 PRESTON CENTER PLAZA DRIVE

DALLAS, TX 75225

$358.71M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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advisory services to other investment advisers

Advisory services to other investment advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CONCORDE INVESTMENT MANAGEMENT has a total of 1 branch locations across the country.
location

DALLAS, TX

Advisors at Concorde Investment Management

View All 4 Advisors
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Barbara Elizabeth Spicer

RA

Dallas, TX

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John Arthur Stetter

RA

DALLAS, TX

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Gary Brent Wood

RA

DALLAS, TX

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Gregory Brent Wood

RA

DALLAS, TX

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Disclosures

There are no public disclosures for Concorde Investment Management.

Frequently Asked Questions (6)

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