CONCORDE ASSET MANAGEMENT, LLC - Financial Advisor in Michigan, Ann Arbor

Tel: 248-824-6710 3909 Research Park Drive Suite 200 Ann Arbor, Michigan 48108

About CONCORDE ASSET MANAGEMENT, LLC

CONCORDE ASSET MANAGEMENT, LLC is a Ann Arbor, Michigan based financial advisory firm with nearly $395,111,243 in assets under management and provides investment advisory services for 2510 clients. There are currently 82 financial advisors at the firm.

General Information

Firm CRD#:

140367

Firm SEC#:

801-74519

Assets Under Management:

$395,111,243

No. of Clients:

2510

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (PROMOTER FEES FROM OTHER ADVISORS)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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1267

$2,421,756,308

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1324

$979,856,441

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801-127849

$622,442,355

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169611

801-78929

1463

$611,719,592

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801-112763

$308,848,758

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