Concorde Asset Management, LLC

Concorde Asset Management, LLC (CRD# 140367) is a financial advisory firm headquartered in Livonia, MI. They manage $322,628,594 in 2,643 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    323
    MILLION
  • Total Number of Accounts
    2,643
    ACCOUNTS
  • Average Account Value
    $122,069
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Concorde Asset Management, LLC
Showing 1 - 10 of 64 top financial advisors.
1
Steven I. Balaban
CRD#: 1380366
5075 Shoreham Place, Suite 200, San Diego, CA 92122

Steven Balaban (CRD# 1380366) is an Investment Advisor Representative working at Concorde Asset Management, LLC in San Diego, CA and has over 34 years of experience in the finance industry. Steven Balaban has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Roger W. Bowlin
CRD#: 1905652
Issaquah, WA

Roger Bowlin (CRD# 1905652) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Issaquah, WA and has over 31 years of experience in the finance industry.

3
Matt Branstetter
CRD#: 2169050
111 S. Main Street, Noble, OK 73068

Matt Branstetter (CRD# 2169050) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Noble, OK and has over 28 years of experience in the finance industry.

4
David M. Breedlove
CRD#: 29577
1024 Pruitt Place, Tyler, TX 75703

David Breedlove (CRD# 29577) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Tyler, TX and has over 23 years of experience in the finance industry.

5
Daniel K. Charley
CRD#: 6457442
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Daniel Charley (CRD# 6457442) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 3 years of experience in the finance industry.

6
Jon Paul Cirelli
CRD#: 4729737
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Jon Paul Cirelli (CRD# 4729737) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 16 years of experience in the finance industry.

7
Raymond C. De Witt
CRD#: 2894063
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Raymond De Witt (CRD# 2894063) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 22 years of experience in the finance industry.

8
Danielle L. Delongchamp
CRD#: 4901901
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Danielle Delongchamp (CRD# 4901901) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 8 years of experience in the finance industry.

9
Lori M. Deluna
CRD#: 5087442
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Lori Deluna (CRD# 5087442) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 2 years of experience in the finance industry.

10
Damian J. Dering
CRD#: 2854253
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Damian Dering (CRD# 2854253) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 23 years of experience in the finance industry.

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