The CONCORDE ASSET MANAGEMENT, LLC is a privately held investment adviser that advises $598.36mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CONCORDE ASSET MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 46.97% over the last 5-years.
The Group has been registered with the SEC for 14.29 years and is comprised of 1 filing and 0 relying advisers. They operate out of 33 office locations with their Headquarters at 3909 RESEARCH PARK DRIVE SUITE 200, ANN ARBOR, MICHIGAN. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 76 employees comprised of 67 investment and 9 non-investment staff. The total number of Employees increased by 8.57% over the last 5-years.
Their $598.36mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 16 other accounts. Assets of Individuals clients own $441.85mn or 73.84% of Total Assets and High Net Worth Individuals own $150.22mn or 25.11% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
CONCORDE ASSET MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.