Concorde Asset Management, LLC
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
FINTRXOverview
Concorde Asset Management, LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 2012. The firm serves both individual and family clients as well as institutional accounts and acts as a capital allocator across public and private strategies. Its advisory services include financial planning, portfolio management for individuals and for businesses or institutions, pension consulting and selection of other advisers. Concorde offers a mix of fee arrangements — percentage of assets under management, hourly fees, fixed fees and other structures — and is not identified as an active ESG investor. Industry affiliations listed for the firm include relationships with broker-dealers, other investment advisers, accounting and law firms, insurance companies, real estate brokers and sponsors of limited partnerships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
- Sovereign Bonds2%
Owners & executives
3 of 6
Jasmine Jordan
Chief Operating OfficerCRD 6941621
Joshua Goodridge
Brokerage CoordinatorCRD 6655425
Danielle Delongchamp
President, Chief Executive OfficerCRD 4901901
Contacts
3 of 75
William Walker
Investment AdvisorCRD 5771229
Jennifer Donais
Financial AdvisorCRD 5854794
Preston Mokris
Independent AdvisorCRD 5179201
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$313M in ETFs
92%
$287M
7%
$26.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $16.9M | 22,630 | 5.42% |
Location
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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