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
Matthew Kredit (CRD# 7528136) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Hanford, CA and has 1 year of experience in the finance industry.
Sarah Kuhn (CRD# 4338843) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has 1 year of experience in the finance industry.
Josiah Lederman (CRD# 6871359) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Fort Wayne, IN and has over 6 years of experience in the finance industry.
Jae Lee (CRD# 5371715) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 16 years of experience in the finance industry.
Joseph Levy (CRD# 5391338) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Setauket, NY and has 1 year of experience in the finance industry.
Winnie Liu (CRD# 4708329) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has 1 year of experience in the finance industry.
Mcclain Marks (CRD# 7401286) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has 1 year of experience in the finance industry.
Kyla McMoran (CRD# 7300615) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Noble, OK and has over 2 years of experience in the finance industry.
James Rainwater (CRD# 7210755) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Bel Air, MD and has over 4 years of experience in the finance industry.
Andre Ramirez (CRD# 7291109) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 3 years of experience in the finance industry.