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CONCORDE ASSET MANAGEMENT, LLC
CRD 140367 · SEC 801-74519
3909 RESEARCH PARK DRIVE, SUITE 200, ANN ARBOR, MI, 48108, United States
Phone
248-824-6710
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$598.4M
Discretionary AUM
$584.4M
Team
76 total employees; 67 advisory reps; 898 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; PROMOTER FEES FROM OTHER ADVISORS
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3651 | $441.8M |
| High net worth individuals | 38 | $150.2M |
| Pension/profit sharing plans | 8 | $850K |
| Charitable organizations | 1 | $406K |
| Corporations/business entities | 7 | $5.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD