CONCORDE ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$598M
Discretionary
$584M
98% of AUM
Avg account
$162K
Accounts
3,705
Employees
76
Advisory reps
78

Firm details

Headquarters
ANN ARBOR, Michigan
CRD number
140367
Registered since
April 19, 2012
Website
www.concordeis.com
Custodians
CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals73.84%
  • HNWI25.11%
  • Corporations / Businesses0.84%
  • Pension & Profit Sharing Plans0.14%
  • Charitable Organizations0.07%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Concorde Asset Management, LLC is an SEC‑registered limited liability company (registered in 2012) that operates as an independent broker‑dealer and describes itself as a capital allocator. The firm serves both individual/family and institutional clients and offers a mix of advisory services including financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and selection of other advisers. Its fee arrangements include percentage‑of‑AUM charges alongside hourly, fixed and other fee types. Concorde does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Public Funds/Mutual Funds 33%, Cash & Cash Equivalents 4%, State & Local Bonds 2%, Sovereign Bonds 2%, US Government Bonds 1%58%
  • Exchange Traded Equities58%
  • Public Funds/Mutual Funds33%
  • Cash & Cash Equivalents4%
  • State & Local Bonds2%
  • Sovereign Bonds2%

Owners & executives

3 of 5

  • Jasmine Jordan

    Chief Operating OfficerCRD 6941621

  • DELMAR MCKINNEY

    CEO & Financial AdvisorCRD 1186853

  • KATHLEEN HOFER

    CFOCRD 1087639

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Contacts

3 of 73

  • DAVID KERN

    ChairmanCRD 1210234

  • ROBERT THOMPSON

    Registered RepresentativeCRD 1349425

  • ROBIN EDGAR

    OwnerCRD 2017918

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 113

Active vs passive

$193M in ETFs

Passive

76%

$147M

Active

22%

$46.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$13.7M20,9007.08%
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Location

Primary office

ANN ARBOR, MI

WASHTENAW

Location

ANN ARBOR, MI

Headquartered in ANN ARBOR, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
WASHTENAW
Address
3909 Research Park Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth