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).
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Total Assets Under Management395MILLION
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Total Number of Accounts2,510ACCOUNTS
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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
Shannon Arndt (CRD# 4844123) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has 1 year of experience in the finance industry.
Eric Barbarita (CRD# 5862460) is an Investment Advisor Representative working at Concorde Asset Management, LLC in San Diego, CA and has 1 year of experience in the finance industry.
Trevor Endres (CRD# 7422152) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has 1 year of experience in the finance industry.
Peter Fisher (CRD# 4970447) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 18 years of experience in the finance industry.
Richard Gann (CRD# 4623806) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Bellevue, WA and has over 21 years of experience in the finance industry.
Lauri Grovich (CRD# 2415173) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Scottsdale, AZ and has over 3 years of experience in the finance industry.
Laura Jocius (CRD# 5377924) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 3 years of experience in the finance industry.
Jasmine Jordan (CRD# 6941621) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 4 years of experience in the finance industry.
Justin Kiehne (CRD# 7076691) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 4 years of experience in the finance industry.
Dillon Kirby (CRD# 7073223) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 5 years of experience in the finance industry.