CONCORDE FINANCIAL RESOURCES I INC.
Legal name: CONCORDE FINANCIAL RESOURCES
CRD #117836 SEC #801-113094 YORK, SC 336-838-4100
SEC Registered
Total AUM
$211.2M
Discretionary
$199.1M
Employees
2
Clients
101
Accounts
515
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $211.2M | $199.1M | $12.1M | 2 | 0 |
| Feb 2025 | $182.8M | $172.1M | $10.7M | 3 | 0 |
| Dec 2024 | $182.8M | $172.1M | $10.7M | 3 | 0 |
| May 2024 | $182.8M | $172.1M | $10.7M | 3 | 0 |
| Mar 2024 | $182.8M | $172.1M | $10.7M | 3 | 0 |
| Feb 2024 | $173.8M | $163.6M | $10.2M | 3 | 0 |
| Jul 2023 | $173.8M | $163.6M | $10.2M | 3 | 0 |
| Mar 2023 | $173.8M | $163.6M | $10.2M | 3 | 0 |
| Mar 2022 | $204M | $190M | $14M | 3 | 0 |
| Nov 2021 | $169.4M | $158.1M | $11.3M | 3 | 0 |
| Mar 2021 | $169.4M | $158.1M | $11.3M | 3 | 0 |
| Nov 2020 | $137.8M | $126.1M | $11.7M | 3 | 0 |
| Jun 2020 | $137.8M | $126.1M | $11.7M | 3 | 0 |
| Mar 2020 | $137.8M | $126.1M | $11.7M | 3 | 0 |
| Mar 2019 | $111.5M | $101.4M | $10.1M | 4 | 0 |
| May 2018 | $116.8M | $105.6M | $11.2M | 4 | 0 |
| Mar 2018 | $116.8M | $105.6M | $11.2M | 4 | 0 |
| Apr 2015 | $75.3M | $58.3M | $16.9M | 4 | 100 |
| Dec 2014 | $65M | $44.9M | $20.1M | 4 | 100 |
| Nov 2014 | $65M | $44.9M | $20.1M | 4 | 100 |
| Oct 2014 | $65M | $44.9M | $20.1M | 4 | 100 |
| Oct 2014 | $65M | $44.9M | $20.1M | 4 | 100 |
| Sep 2014 | $65M | $44.9M | $20.1M | 4 | 100 |
| Jul 2014 | $65M | $44.9M | $20.1M | 4 | 100 |
| Apr 2014 | $65M | $44.9M | $20.1M | 4 | 100 |
| Mar 2014 | $65M | $44.9M | $20.1M | 4 | 100 |
| Feb 2013 | $57M | $46M | $11M | 4 | 100 |
| Mar 2012 | $50.7M | $39.3M | $11.4M | 1 | 26 |
| Apr 2011 | $49.3M | $22M | $27.3M | 5 | -- |
| Mar 2011 | $36.7M | $0 | $36.7M | 5 | -- |
| May 2010 | $36.7M | $0 | $36.7M | 5 | -- |
| Apr 2009 | $30.1M | $0 | $30.1M | 5 | -- |
| Mar 2009 | $30.1M | $0 | $30.1M | 5 | -- |
| Mar 2008 | $43M | $0 | $43M | 5 | -- |
| Jan 2007 | $42M | $0 | $42M | 5 | -- |
| Mar 2006 | $33.6M | $0 | $33.6M | 5 | -- |
| Feb 2006 | $33.6M | $0 | $33.6M | 5 | -- |
DateFeb 2025
Total AUM$211.2M
Discretionary$199.1M
Non-Disc.$12.1M
Employees2
Clients0
DateFeb 2025
Total AUM$182.8M
Discretionary$172.1M
Non-Disc.$10.7M
Employees3
Clients0
DateDec 2024
Total AUM$182.8M
Discretionary$172.1M
Non-Disc.$10.7M
Employees3
Clients0
DateMay 2024
Total AUM$182.8M
Discretionary$172.1M
Non-Disc.$10.7M
Employees3
Clients0
DateMar 2024
Total AUM$182.8M
Discretionary$172.1M
Non-Disc.$10.7M
Employees3
Clients0
DateFeb 2024
Total AUM$173.8M
Discretionary$163.6M
Non-Disc.$10.2M
Employees3
Clients0
DateJul 2023
Total AUM$173.8M
Discretionary$163.6M
Non-Disc.$10.2M
Employees3
Clients0
DateMar 2023
Total AUM$173.8M
Discretionary$163.6M
Non-Disc.$10.2M
Employees3
Clients0
DateMar 2022
Total AUM$204M
Discretionary$190M
Non-Disc.$14M
Employees3
Clients0
DateNov 2021
Total AUM$169.4M
Discretionary$158.1M
Non-Disc.$11.3M
Employees3
Clients0
DateMar 2021
Total AUM$169.4M
Discretionary$158.1M
Non-Disc.$11.3M
Employees3
Clients0
DateNov 2020
Total AUM$137.8M
Discretionary$126.1M
Non-Disc.$11.7M
Employees3
Clients0
DateJun 2020
Total AUM$137.8M
Discretionary$126.1M
Non-Disc.$11.7M
Employees3
Clients0
DateMar 2020
Total AUM$137.8M
Discretionary$126.1M
Non-Disc.$11.7M
Employees3
Clients0
DateMar 2019
Total AUM$111.5M
Discretionary$101.4M
Non-Disc.$10.1M
Employees4
Clients0
DateMay 2018
Total AUM$116.8M
Discretionary$105.6M
Non-Disc.$11.2M
Employees4
Clients0
DateMar 2018
Total AUM$116.8M
Discretionary$105.6M
Non-Disc.$11.2M
Employees4
Clients0
DateApr 2015
Total AUM$75.3M
Discretionary$58.3M
Non-Disc.$16.9M
Employees4
Clients100
DateDec 2014
Total AUM$65M
Discretionary$44.9M
Non-Disc.$20.1M
Employees4
Clients100
DateNov 2014
Total AUM$65M
Discretionary$44.9M
Non-Disc.$20.1M
Employees4
Clients100
DateOct 2014
Total AUM$65M
Discretionary$44.9M
Non-Disc.$20.1M
Employees4
Clients100
DateOct 2014
Total AUM$65M
Discretionary$44.9M
Non-Disc.$20.1M
Employees4
Clients100
DateSep 2014
Total AUM$65M
Discretionary$44.9M
Non-Disc.$20.1M
Employees4
Clients100
DateJul 2014
Total AUM$65M
Discretionary$44.9M
Non-Disc.$20.1M
Employees4
Clients100
DateApr 2014
Total AUM$65M
Discretionary$44.9M
Non-Disc.$20.1M
Employees4
Clients100
DateMar 2014
Total AUM$65M
Discretionary$44.9M
Non-Disc.$20.1M
Employees4
Clients100
DateFeb 2013
Total AUM$57M
Discretionary$46M
Non-Disc.$11M
Employees4
Clients100
DateMar 2012
Total AUM$50.7M
Discretionary$39.3M
Non-Disc.$11.4M
Employees1
Clients26
DateApr 2011
Total AUM$49.3M
Discretionary$22M
Non-Disc.$27.3M
Employees5
Clients--
DateMar 2011
Total AUM$36.7M
Discretionary$0
Non-Disc.$36.7M
Employees5
Clients--
DateMay 2010
Total AUM$36.7M
Discretionary$0
Non-Disc.$36.7M
Employees5
Clients--
DateApr 2009
Total AUM$30.1M
Discretionary$0
Non-Disc.$30.1M
Employees5
Clients--
DateMar 2009
Total AUM$30.1M
Discretionary$0
Non-Disc.$30.1M
Employees5
Clients--
DateMar 2008
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees5
Clients--
DateJan 2007
Total AUM$42M
Discretionary$0
Non-Disc.$42M
Employees5
Clients--
DateMar 2006
Total AUM$33.6M
Discretionary$0
Non-Disc.$33.6M
Employees5
Clients--
DateFeb 2006
Total AUM$33.6M
Discretionary$0
Non-Disc.$33.6M
Employees5
Clients--