Overview
Assets Under Management: $490 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 39
Average Client Assets: $2 million
Frequently Asked Questions
CONCORDE ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140367), CONCORDE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CONCORDE ASSET MANAGEMENT, LLC is headquartered in ANN ARBOR, MI.
CONCORDE ASSET MANAGEMENT, LLC serves 39 high-net-worth clients according to their SEC filing dated April 15, 2025. View client details ↓
According to their SEC Form ADV, CONCORDE ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CONCORDE ASSET MANAGEMENT, LLC manages $490 million in client assets according to their SEC filing dated April 15, 2025.
According to their SEC Form ADV, CONCORDE ASSET MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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