firm profile
Concorde Asset Management, LLC
Overview
Concorde Asset Management, LLC is an SEC registered investment adviser based in Ann Arbor, MI, registered since 2012. It reports $598M in assets under management across 3,705 accounts, with 76 employees. It has 78 investment adviser representatives.
- Reported AUM
- $598M
- Discretionary
- 98%
- Accounts
- 3,705
- Average account
- $162K
- Employees
- 76
- Advisory reps
- 78
- Registered since
- 2012
- Jurisdictions
- 48
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Danielle Leigh Delongchamp President, Chief Operating Officer CRD 4901901
- Kathleen Ann Hofer Chief Financial Officer CRD 1087639
- Marc Anthony Morell Chief Compliance Officer CRD 2566724
1 more executive officer, with direct contact details
Advisory reps 3 of 78
- Peter J Amrein Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6500740
- Steven I Balaban Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1380366
- Eric Barbarita Registered Rep · Investment Adviser Rep CRD 5862460
75 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 3909 Research Park Dr Ste 200
Ann Arbor, MI 48108 - County
- Washtenaw
- Metro area
- Ann Arbor, MI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 48 jurisdictions
- Website: concordeis.com
Every state, with registration dates
Similar firms near Ann Arbor
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- Columbia Asset Management, L.L.C.Ann Arbor, MI$1.2B AUM
- Speyside Equity Advisers LLCAnn Arbor, MI$811M AUM
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