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).

By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    2,371
    ACCOUNTS
  • Average Account Value
    $128,929
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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, WY

Financial Advisors at Concorde Asset Management, LLC
Showing 11 - 20 of 73 top financial advisors.
11
Damian J. Dering
CRD#: 2854253
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Damian Dering (CRD# 2854253) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 27 years of experience in the finance industry.

12
Jennifer L. Donais
CRD#: 5854794
125 Main Street, Suite 250, Williston, ND 58801

Jennifer Donais (CRD# 5854794) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Williston, ND and has over 13 years of experience in the finance industry.

13
Frank T. Dunn
CRD#: 1075960
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Frank Dunn (CRD# 1075960) 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.

14
Robin L. Edgar
CRD#: 2017918
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Robin Edgar (CRD# 2017918) 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.

15
Steven E. Erickson
CRD#: 4400791
201 Ne Park Plaza Drive, Suite 200, Vancouver, WA 98684

Steven Erickson (CRD# 4400791) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Vancouver, WA and has over 22 years of experience in the finance industry.

16
Rikki J. Foster
CRD#: 6075051
1380 Lead Hill Blvd, Suite 180, Roseville, CA 95661

Rikki Foster (CRD# 6075051) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Roseville, CA and has over 10 years of experience in the finance industry.

17
Rebecca C. Freeman
CRD#: 1778801
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Rebecca Freeman (CRD# 1778801) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 26 years of experience in the finance industry.

18
John H. Gakenheimer
CRD#: 810171
19500 Victor Parkway, Suite 550, Livonia, MI 48152

John Gakenheimer (CRD# 810171) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 40 years of experience in the finance industry.

19
Stephen T. Glasgow
CRD#: 4352357
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Stephen Glasgow (CRD# 4352357) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 23 years of experience in the finance industry.

20
Gary L. Glover
CRD#: 1647229
Lawrenceville, GA

Gary Glover (CRD# 1647229) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Lawrenceville, GA and has over 36 years of experience in the finance industry.

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