Charles Alexander Strickler

Concorde Asset Management, LLC

27 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Concorde Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

75 advisors

Number of Clients

3,253 clients

Average Client Portfolio

$151K average

Assets Under Management

$489.9M

Fee Structure

Minimum Investment:$20K

Financial Planning:Investment management only

Location

44 Montgomery Street, Suite 610, San Francisco, CA, 94104

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Charles is involved in several business activities, including owning a car wash, a pizza restaurant, rental properties, and real estate assets in Belgium. He also works full-time as Head of Wealth Management for SEQUENT Real Estate Wealth Management and as an Investment Advisor Representative for Concorde Asset Management.