Concorde Asset Management, LLC
Concorde Asset Management, LLC (CRD# 140367) is a financial advisory firm headquartered in Livonia, MI. They manage $305,690,467 in 2,371 accounts and serve the financial needs of clients across 48 states (or territories).
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Total Assets Under Management306MILLION
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Total Number of Accounts2,371ACCOUNTS
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Average Account Value$128,929
- 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
Amy Arnold (CRD# 3037672) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, 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 29 years of experience in the finance industry.
Clemont Bevill (CRD# 1790971) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, 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 Livonia, MI and has over 37 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 Livonia, 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 Livonia, 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 Livonia, MI and has over 12 years of experience in the finance industry.