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| Concorde Financial Resources I Inc
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| |
|---|---|
| CRD # | 117836 |
| SEC # | 801-113094 |
| CIK # | |
| AUM | $182.8 MM (2024-05-30) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 336-838-4100 |
| Address | 1836 West US Highway 421 Wilkesboro, NC 28697 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 60.8 |
| (b) Individuals (high net worth individuals) | 56 | 118.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.3 |
| (n) Other | 2 | 2.9 |
| Total | 503 | 182.8 |
| By Discretionary | ||
| Discretionary | 488 | 172.1 |
| Non-Discretionary | 15 | 10.7 |
| Total | 503 | 182.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.8 | |
| Total | 503 | 182.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Myecfo LLC
✚
|
CA | 0.2 |
|
Chartist Inc
✚
|
CA | 0.2 |
|
Fenway Financial Advisors LLC
✚
|
VA | 0.2 |
|
RMDR Advisors Inc
✚
|
TX | 0.2 |
|
Lummis Asset Management LP
✚
|
TX | 0.2 |
|
Openair Financial LLC
✚
|
TX | 0.2 |
|
Lobscouser II LLC
✚
|
MO | 0.2 |
|
Gragg & Gragg LLP
✚
|
NC | 0.2 |
|
Entelechy LLC
✚
|
MD | 0.2 |
|
Murphy Wealth Management Group Inc
✚
|
NY | 0.2 |