# Concorde Financial Resources

Concorde Financial Resources is a RIA based in York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** York, United States
- **Region:** North America
- **Address:** York, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** concordefinancialresources.com
- **LinkedIn:** https://www.linkedin.com/company/concorde-financial-resources-llc

## Regulatory record

- **CRD number:** 117836
- **SEC file number:** 801-113094
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117836

## About

Concorde Financial Resources was established in 2001 as a Wilkesboro, North Carolina-based wealth manager. The firm acts as a registered investment advisor offering financial planning, estate planning, and portfolio management. It delivers advisory services to individuals, charitable organizations, trusts, estates, and families. No additional offices, team size, or recent operational events are recorded in available sources.

## Questions

### Who does Concorde Financial Resources serve?

The firm provides advisory services to individuals, charitable organizations, trusts, estates, and families.

### What services does Concorde Financial Resources offer?

Services include financial planning, estate planning, and portfolio management.

## Related profiles

- [Concorde Capital](https://altss.com/profile/concorde-capital)
- [Concord Equity](https://altss.com/profile/concord-equity)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/concorde-financial-resources

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