$3,000MM AUM | $30MM GDC in Livonia, MI

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Successor
Location
Livonia, MI, US
Fee 0% Commission 100%
Gross Revenue
$30,000,000.00
# of Accounts
40,000
Avg Client Age
55
Overview

Concorde Holdings, Inc. is the holding company for our broker dealer (Concorde Investment Services, LLC), our registered investment advisor (Concorde Asset Management, LLC) and our insurance agency (Concorde Insurance Agency, Inc.). Concorde is a rapidly growing firm, licensed in all 50 states. We want to grow organically, as well as, by acquisition. Concorde is seriously interested in acquiring other broker dealers and registered investment advisors. Our strengths include a very strong, experienced leadership team and strict adherence to a high level of integrity and core values. We are entrepreneurs serving entrepreneurs with special emphasis on an extremely high level of customer service and state of the art technology. Concorde welcomes your interest in our firm and looks forward to exploring mutual opportunities together.

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