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| Happy Holidays!! thanks for using AUM13F!! |
| Concorde Financial Resources I Inc
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|---|---|
| CRD # | 117836 |
| SEC # | 801-113094 |
| CIK # | |
| AUM | $211.2 M (2025-02-24) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 336-838-4100 |
| Address | 1836 West US Highway 421 Wilkesboro, NC 28697 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 60.8 |
| (b) Individuals (high net worth individuals) | 56 | 118.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.3 |
| (n) Other | 2 | 2.9 |
| Total | 503 | 182.8 |
| By Discretionary | ||
| Discretionary | 488 | 172.1 |
| Non-Discretionary | 15 | 10.7 |
| Total | 503 | 182.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.8 | |
| Total | 503 | 182.8 |
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|---|---|---|
|
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✚
|
TX | 0.2 |
|
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0.2 | |
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|
Summit Capital Inc
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OH | 0.2 |
|
Treasure Coast Financial Planning Inc
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FL | 0.2 |
|
Wealth Teams Alliance Inc
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CA | 0.2 |