Overview
Assets Under Management: $490 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 39
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,207
Discretionary Accounts: 3,174
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 140367
Filing ID: 1979795
Last Filing Date: 2025-04-15 14:18:00
Website: https://concordeis.com