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CONCORDE ASSET MANAGEMENT, LLC
ANN ARBOR, MI
248-824-6710
SEC #801-74519Total AUM
$598.4M
Employees
76Clients
3,705Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3909 RESEARCH PARK DRIVE
SUITE 200
ANN ARBOR
MI 48108
United States
SUITE 200
ANN ARBOR
MI 48108
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Monday - Friday
Phone
248-824-6710
Other Offices
56
Financials
Total AUM
$598.4M
Accounts
3,705Discretionary
$584.4M
Accounts
3,648Non-Discretionary
$13.9M
Accounts
57
Clients
Individual Clients
3,651AUM
$441.8M
HNW Individual Clients
38AUM
$150.2M
Pension/Profit Sharing Plan Clients
8AUM
$850.3K
Charitable Organization Clients
1AUM
$405.8K
Corporation or Business Clients
7AUM
$5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROMOTER FEES FROM OTHER ADVISORS
Compliance
Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWI
Affiliates
Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.