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
Jason McMurtry (CRD# 2871788) is an Investment Advisor Representative working at Concorde Asset Management, LLC in San Francisco, CA and has over 27 years of experience in the finance industry.
Peter McNeil (CRD# 4378567) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 22 years of experience in the finance industry.
Preston Mokris (CRD# 5179201) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 15 years of experience in the finance industry.
William Morrow (CRD# 836500) is an Investment Advisor Representative working at Concorde Asset Management, LLC in San Diego, CA and has over 25 years of experience in the finance industry.
Forrest Padilla (CRD# 4804740) is an Investment Advisor Representative working at Concorde Asset Management, LLC in San Diego, CA and has over 19 years of experience in the finance industry.
Erkki Peippo (CRD# 4570008) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 21 years of experience in the finance industry.
Jeffrey Proeh (CRD# 6488833) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 8 years of experience in the finance industry.
Brian Ragen (CRD# 1822796) 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.
Young Rah (CRD# 4971639) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 18 years of experience in the finance industry.
Elia Ramirez Cruz (CRD# 6977968) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 5 years of experience in the finance industry.