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
Scott Reiber (CRD# 7037633) 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.
Samuel Scarpone (CRD# 6821414) is an Investment Advisor Representative working at Concorde Asset Management, LLC in West Linn, OR and has over 6 years of experience in the finance industry.
Carson Stoltz (CRD# 7112535) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.
Erica Traulsen (CRD# 7702621) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Sacramento, CA and has 1 year of experience in the finance industry.