Concorde Asset Management, LLC

Concorde Asset Management, LLC (CRD# 140367) is a financial advisory firm headquartered in Livonia, MI. They manage $407,125,151 in 3,034 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    407
    MILLION
  • Total Number of Accounts
    3,034
    ACCOUNTS
  • Average Account Value
    $134,188
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Concorde Asset Management, LLC
Showing 1 - 10 of 71 top financial advisors.
1
Steven I. Balaban
CRD#: 1380366
5075 Shoreham Place, Suite 200, San Diego, CA 92122

Steven Balaban (CRD# 1380366) is an Investment Advisor Representative working at Concorde Asset Management, LLC in San Diego, CA and has over 36 years of experience in the finance industry. Steven Balaban has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Clemont L. Bevill
CRD#: 1790971
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Clemont Bevill (CRD# 1790971) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 33 years of experience in the finance industry.

3
Terry A. Bonnett
CRD#: 1502923
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Terry Bonnett (CRD# 1502923) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 35 years of experience in the finance industry.

4
Matt Branstetter
CRD#: 2169050
111 S. Main Street, Noble, OK 73068

Matt Branstetter (CRD# 2169050) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Noble, OK and has over 30 years of experience in the finance industry.

5
Daniel K. Charley
CRD#: 6457442
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Daniel Charley (CRD# 6457442) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 5 years of experience in the finance industry.

6
John G. Chess
CRD#: 4812430
Columbus, OH

John Chess (CRD# 4812430) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Columbus, OH and has over 17 years of experience in the finance industry.

7
Jon Paul Cirelli
CRD#: 4729737
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Jon Paul Cirelli (CRD# 4729737) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 17 years of experience in the finance industry.

8
Raymond C. De Witt
CRD#: 2894063
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Raymond De Witt (CRD# 2894063) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 24 years of experience in the finance industry.

9
Danielle L. Delongchamp
CRD#: 4901901
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Danielle Delongchamp (CRD# 4901901) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 10 years of experience in the finance industry.

10
Lori M. Deluna
CRD#: 5087442
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Lori Deluna (CRD# 5087442) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 4 years of experience in the finance industry.

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