Overview
Assets Under Management: $211 million
Headquarters: YORK, SC
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Frequently Asked Questions
CONCORDE FINANCIAL RESOURCES I INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117836), CONCORDE FINANCIAL RESOURCES I INC. is subject to fiduciary duty under federal law.
CONCORDE FINANCIAL RESOURCES I INC. is headquartered in YORK, SC.
CONCORDE FINANCIAL RESOURCES I INC. serves 66 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, CONCORDE FINANCIAL RESOURCES I INC. offers financial planning and portfolio management for individuals. View all service details ↓
CONCORDE FINANCIAL RESOURCES I INC. manages $211 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, CONCORDE FINANCIAL RESOURCES I INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.38
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 515
Discretionary Accounts: 502
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 117836
Last Filing Date: 2025-02-24 00:00:00
Website: https://westminsterfinancial.com