Concorde Investment Services is pulling up stakes in Ann Arbor, Michigan and heading for Boca Raton, locking in a new 9,000-square-foot headquarters at 301 Yamato Road as it joins Palm Beach County’s fast-growing financial services cluster. The relocation is slated for fall 2026 and is designed to support the firm’s expansion of advisor services across the country. City leaders, meanwhile, are already weighing a performance-based incentive tied to the company’s hiring plans.
In a press release via PR Newswire, Concorde said the 9,000-square-foot space at 301 Yamato Road will serve as the company’s new corporate hub as it continues to grow. President and CEO Danielle Delongchamp framed the move as part of a larger national push, saying, “As our national footprint has expanded, Boca Raton has emerged as the natural home for our next chapter.” The company described itself as an independent broker-dealer and SEC-registered investment adviser that serves advisors in all 50 states.