Assets Under Management
$489.9M
Number of Clients
3,253
Number of Advisors
75
Average Client AUM
$151K
AUM per Advisor
$6.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Concorde Asset Management, LLC offers investment advisory services through three wrap fee programs. Services include portfolio management, execution, clearing, and custodial services through Concorde Investment Services, LLC. Investment advice is tailored to individual client needs and objectives.
3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108