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
David Guevara (CRD# 5600921) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Castaic, CA and has over 15 years of experience in the finance industry.
Mark Huber (CRD# 5976354) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 12 years of experience in the finance industry.
David Kern (CRD# 1210234) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 40 years of experience in the finance industry.
Mark Kosanke (CRD# 2317906) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 30 years of experience in the finance industry.
Frank Kuiper (CRD# 1774282) is an Investment Advisor Representative working at Concorde Asset Management, LLC in San Diego, CA and has over 32 years of experience in the finance industry.
Brent Lee (CRD# 5436195) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Williston, ND and has over 16 years of experience in the finance industry.
Todd Leet (CRD# 6791977) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Mason City, IA and has over 6 years of experience in the finance industry.
Alan Lichtenstein (CRD# 1877017) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Setauket, NY and has over 35 years of experience in the finance industry.
James Maher (CRD# 4641855) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Farmington Hills, MI and has over 20 years of experience in the finance industry.
Delmar McKinney (CRD# 1186853) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Georgetown, TX and has over 40 years of experience in the finance industry.