Concorde Asset Management, LLC
Concorde Asset Management, LLC (CRD# 140367) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $395,111,243 in 2,510 accounts and serve the financial needs of clients across 48 states (or territories).
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Total Assets Under Management395MILLION
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Total Number of Accounts2,510ACCOUNTS
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Average Account Value$157,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WY
Damian Dering (CRD# 2854253) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 27 years of experience in the finance industry.
Jennifer Donais (CRD# 5854794) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Williston, ND and has over 13 years of experience in the finance industry.
Frank Dunn (CRD# 1075960) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 20 years of experience in the finance industry.
Robin Edgar (CRD# 2017918) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 33 years of experience in the finance industry.
Steven Erickson (CRD# 4400791) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Vancouver, WA and has over 22 years of experience in the finance industry.
Rikki Foster (CRD# 6075051) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Roseville, CA and has over 10 years of experience in the finance industry.
Rebecca Freeman (CRD# 1778801) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 26 years of experience in the finance industry.
John Gakenheimer (CRD# 810171) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 41 years of experience in the finance industry.
Stephen Glasgow (CRD# 4352357) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 23 years of experience in the finance industry.
Gary Glover (CRD# 1647229) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Lawrenceville, GA and has over 36 years of experience in the finance industry.