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).
-
Total Assets Under Management395MILLION
-
Total Number of Accounts2,510ACCOUNTS
-
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)
![](/img/ws/firm-ria-sec-logo.png)
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
Amy Arnold (CRD# 3037672) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 20 years of experience in the finance industry.
Steven Balaban (CRD# 1380366) is an Investment Advisor Representative working at Concorde Asset Management, LLC in San Diego, CA and has over 38 years of experience in the finance industry.
Jeffrey Bangerter (CRD# 1687028) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Roseville, CA and has over 30 years of experience in the finance industry.
Clemont Bevill (CRD# 1790971) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 36 years of experience in the finance industry.
Terry Bonnett (CRD# 1502923) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 38 years of experience in the finance industry.
Matt Branstetter (CRD# 2169050) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Noble, OK and has over 32 years of experience in the finance industry.
Robert Butts (CRD# 2684500) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 6 years of experience in the finance industry.
Daniel Charley (CRD# 6457442) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 7 years of experience in the finance industry.
John Chess (CRD# 4812430) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Columbus, OH and has over 19 years of experience in the finance industry.
Danielle Delongchamp (CRD# 4901901) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 13 years of experience in the finance industry.