Concorde Asset Management, LLC
Concorde Asset Management, LLC is an SEC-registered mass-market adviser in Ann Arbor, MI with $598.4M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Concorde Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140367, SEC 801-74519, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $598.4M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Ann Arbor, MI
- Employees
- 76
- Clients
- 3,705
- CRD
- 140367
- Ownership
- CONCORDE HOLDINGS, INC.; JACKSON, STEPHEN, ANDREW; HOFER, KATHLEEN, ANN; Kamen, Lori, Beth; GAKENHEIMER, JOHN, HERBERT
How much AUM does Concorde Asset Management, LLC have?
Concorde Asset Management, LLC reported $598.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Concorde Asset Management, LLC?
Disclosed owners and executives of Concorde Asset Management, LLC include CONCORDE HOLDINGS, INC., JACKSON, STEPHEN, ANDREW, HOFER, KATHLEEN, ANN, Kamen, Lori, Beth, GAKENHEIMER, JOHN, HERBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.