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 2 of 2

• Ann Holland StewartCRD 2388888 · Fort Collins, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Randall Brian StoltzCRD 3090535 · Scottsdale, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles Alexander StricklerCRD 2938664 · Ann Arbor, MI
  IA RegisteredBroker
• Susan Katherine TackettCRD 3215726 · Hanford, CA
  IA RegisteredBroker
• David Joseph TalbotCRD 5043438 · Kewaskum, WI
  IA RegisteredBroker
• Robert Lee ThompsonCRD 1349425 · Toledo, OH
  IA RegisteredBroker
• Erica Maureen TraulsenCRD 7702621 · Roseville, CA
  IA RegisteredBroker
• Logan Patrick WildCRD 6666866 · Kewaskum, WI
  IA RegisteredBroker
• William Robert WalkerCRD 5771229 · Peoria, AZ
  IA RegisteredBroker
• David Jon ZupekCRD 2250376 · Racine, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Forrest Jefferson PadillaCRD 4804740 · San Diego, CA
  IA RegisteredBroker

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.