CONCORDE ASSET MANAGEMENT, LLC

3909 Research Park Drive
Suite 200
Ann Arbor, Michigan 48108
Tel: 248-824-6710

About CONCORDE ASSET MANAGEMENT, LLC

CONCORDE ASSET MANAGEMENT, LLC, formally registered with the SEC as CONCORDE ASSET MANAGEMENT, LLC. The firm was established in 04/19/2012. They have over 41 offices throughout the country.

CONCORDE ASSET MANAGEMENT, LLC is a Ann Arbor, Michigan based Financial Planning firm with nearly $395,111,243 assets under management, offering retirement planning & investment advisory services to 2510 clients. The firm is staffed with 82 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140367
SEC#	801-74519
Assets Managed by Firm	$395,111,243
No. of Clients	2510
No. of Advisors	82

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PROMOTER FEES FROM OTHER ADVISORS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2510	$395,111,243
Individuals (other than high net worth individuals)	2471	$343,957,337
High net worth individuals	24	$43,805,017
Pension and profit sharing plans	4	$746,578
Charitable organizations	1	$264,994
Corporations or other businesses	10	$6,337,317

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