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CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Advisory

N·BIRMINGHAM, AL

Data as of Oct 28, 2024 · Source: SEC Form ADV

Total AUM
$4.4B
1-Year AUM Growth
+8.8%
3-Year CAGR
-0.2%
Employees
566
Assets Under Management
Total AUM$4.4B
Discretionary AUM$3.0B
Non-Discretionary AUM$1.4B
Discretionary %68.8%
Total Clients—
Team
Total Employees566
Investment Advisers885
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record124
First FilingMar 30, 2001
Latest FilingOct 28, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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