Concorde Asset Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

140367

SEC number

801-74519

Firm type

RIA

Assets under management

$598.4M as of Mar 30, 2026

Website

www.concordeis.com ↗

Phone

248-824-6710

Address

3909 Research Park Drive, Ann Arbor, MI, 48108

Advisors at this firm

61 in our index · page 1 of 2

• Peter Jacob AmreinCRD 6500740 · Knoxville, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Matt BranstetterCRD 2169050 · Noble, OK
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven I BalabanCRD 1380366 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Eric BarbaritaCRD 5862460 · San Diego, CA
  IA RegisteredBroker
• Robert Raymond ButtsCRD 2684500 · Hanford, CA
  IA RegisteredBroker
• John G ChessCRD 4812430 · Columbus, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Danielle Leigh DelongchampCRD 4901901 · Ann Arbor, MI
  IA RegisteredBroker
• Damian Jude DeringCRD 2854253 · El Segundo, CA
  IA RegisteredBroker
• Jennifer Lynn DonaisCRD 5854794 · Williston, ND
  IA RegisteredBroker
• Frank Timothy DunnCRD 1075960 · The Woodlands, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Jacob Douglas DriverCRD 7738978 · San Marcos, CA
  IA RegisteredBroker
• Robin Larae EdgarCRD 2017918 · St Louis, MN
  IA RegisteredBroker
• Steven Eric EricksonCRD 4400791 · Vancouver, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Ryan Anthony EddeCRD 5709784 · Reno, NV
  IA RegisteredBroker
• Peter Keith FisherCRD 4970447 · Denver, CO
  IA RegisteredBroker
• Rebecca Cerrone FreemanCRD 1778801 · Saratoga Springs, NY
  IA RegisteredBroker
• Rikki Jr FosterCRD 6075051 · Roseville, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• John Herbert GakenheimerCRD 810171 · Holland, OH
  IA RegisteredBroker
• Lisa Ann GarzaCRD 2576056 · Buda, TX
  IA RegisteredBroker
• Lauri Ranae GrovichCRD 2415173 · Scottsdale, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Mark HuberCRD 5976354 · Racine, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• David Robert KernCRD 1210234 · Huntertown, IN
  IA RegisteredBroker
• Mark Gerard KosankeCRD 2317906 · Shelby Township, MI
  IA RegisteredBroker
• Frank Timothy KuiperCRD 1774282 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Nathan Alexander KosankeCRD 7794839 · Shelby Township, MI
  IA RegisteredBroker
• Matthew KreditCRD 7528136 · Kingsburg, CA
  IA RegisteredBroker
• Brent Wayne LeeCRD 5436195 · Williston, ND
  IA RegisteredBroker
• Alan Neil LichtensteinCRD 1877017 · Setauket, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Josiah David LedermanCRD 6871359 · Fort Wayne, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Jae LeeCRD 5371715 · Lawrenceville, GA
  IA RegisteredBroker
• Joseph Victor LevyCRD 5391338 · Setauket, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Winnie LiuCRD 4708329 · El Segundo, CA
  IA RegisteredBroker
• James Patrick MaherCRD 4641855 · Farmington Hills, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Delmar Vernice MckinneyCRD 1186853 · Taylor, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason Lee McmurtryCRD 2871788 · San Marcos, CA
  IA RegisteredBroker
• Peter Joseph McneilCRD 4378567 · Alameda, CA
  IA RegisteredBroker
• Preston Paul MokrisCRD 5179201 · Pinehurst, NC
  IA RegisteredBroker
• William Aubrey MorrowCRD 836500 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Mcclain Trost MarksCRD 7401286 · San Francisco, CA
  IA RegisteredBroker
• Matthew W. NavarreCRD 5508703 · Perrysburg, OH
  IA RegisteredBroker
• Aaron ObornCRD 6504416 · Boulder City, NV
  IA RegisteredBroker
• Benjamin Ryan OremCRD 7661277 · San Francisco, CA
  IA RegisteredBroker
• Erkki PeippoCRD 4570008 · Escanaba, MI
  IA RegisteredBroker
• Young Chan RahCRD 4971639 · Northridge, CA
  IA RegisteredBroker
• John Timothy RossCRD 1045479 · Toledo, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian William RagenCRD 1822796 · Ann Arbor, MI
  IA RegisteredBroker
• Elia Alicia Ramirez CruzCRD 6977968 · Ann Arbor, MI
  IA RegisteredBroker
• Eric Stuart ScaffCRD 5281210 · San Francisco, CA
  IA RegisteredBroker
• Samuel Tucker ScarponeCRD 6821414 · West Linn, OR
  IA RegisteredBroker
• James John SilbernagelCRD 1503045 · Kewaskum, WI
  IA RegisteredBroker
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.