Concorde Investment services, LLC & Concorde Asset Management, LLC's  Form ADV Part 3/Form CRS


Concorde's Form CRS is intended to be a simple, client relationship summary discussing:

  • The types of client relationships and services Concorde offers
  • The fees, costs, conflicts of interest and standard of conduct associated with those relationships and services
  • Whether the firm and its financial professionals currently have reportable legal or disciplinary history
  • How to obtain additional information about Concorde


Please enter the requested information to obtain a copy of our current and periodic updates of Concorde's Form CRS electronically.