Andrew Jerome Kraffert-gora

Concorde Asset Management, LLC

3 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

1380 Lead Hill Blvd, Suite 180, Roseville, CA, 95661

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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

Andrew is a Registered Representative with Bangerter Financial Services, Inc. and a member of CRAB Holdings LLC, with ownership in investment real estate. He is also a real estate agent with Team Metro, a board member of CCIM, a member of CalCPA, and a Principal of AKG Capital Advisors LLC, dedicating significant time to the latter.