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)
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
Eric Scaff (CRD# 5281210) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 17 years of experience in the finance industry.
James Silbernagel (CRD# 1503045) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Kewaskum, WI and has over 37 years of experience in the finance industry.
Jennifer Stacey (CRD# 2536581) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 28 years of experience in the finance industry.
Randall Stoltz (CRD# 3090535) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Scottsdale, AZ and has over 25 years of experience in the finance industry.
Charles Strickler (CRD# 2938664) is an Investment Advisor Representative working at Concorde Asset Management, LLC in San Francisco, CA and has over 26 years of experience in the finance industry.
Susan Tackett (CRD# 3215726) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Hanford, CA and has over 24 years of experience in the finance industry.
David Talbot (CRD# 5043438) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Kewaskum, WI and has over 18 years of experience in the finance industry.
Robert Tudor (CRD# 5670404) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 12 years of experience in the finance industry.
Logan Wild (CRD# 6666866) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Kewaskum, WI and has over 5 years of experience in the finance industry.
David Zupek (CRD# 2250376) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 31 years of experience in the finance industry.