CRD: 117836
Concorde Financial Resources
York, SC, 29745
3368384100
$231.0M Total AUM
$226.1M Disc. AUM
-- 3Y CAGR
2 Employees
235 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-10-2013
- Office Locations
- 1
Office Locations
12B N. Congress Street York SC
About Concorde Financial Resources
Concorde Financial Resources is a York-based RIA. The firm has been operating for 12 years. Managing $231.0M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$115.5M AVG AUM / ADVISOR
$982.8K AVG AUM / CLIENT
9.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
North
Investment Themes
Summit Bridge Insight quantum
Investment Vehicles
Peak
Services
Oak Bridge vital Foundation beacon Capital eagle
Owner & Executives
M
MARY CATHERINE FERGUSON
Investment Advisor, President
- CRD
- #4463477
- Ownership
- 75% or more
(844) 243-9233
catalyst.vector@valuecapital.com
in linkedin.com/in/crest-frontier
JESSICA MARIE TRUNCK
Chief Compliance Officer
- CRD
- #4561886
- Ownership
- Less than 5%
(949) 496-2476
timber.bridge@peakcapital.com
in linkedin.com/in/eagle-quantum
Showing 2 of 2 owners & executives
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K
Kenan Christian Kurtz
President
- CRD
- #7462722
(586) 539-9216
beacon.horizon@alphacapital.com
in linkedin.com/in/zenith-element
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $226,132,293 | $428,281 |
| Non-Discretionary | $4,824,364 | $1,206,091 |
| Total | $230,956,657 | $434,129 |
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Separately Managed Accounts
Total SMA Asset: $230,956,657
Equity - Exchange:
16.2% Public Funds:
24.0% Corporate - Investment Grade:
21.3% Cash:
7.6% Corporate - Non-Investment Grade:
30.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $492,971,484 | 16.2% |
| Public Funds | $730,328,125 | 24.0% |
| Corporate - Investment Grade | $648,166,211 | 21.3% |
| Cash | $231,270,573 | 7.6% |
| Corporate - Non-Investment Grade | $940,297,461 | 30.9% |
| Total | $3,043,033,854 | 100.0% |