RIA Intel›Advisers›Michigan›CONCORDE ASSET MANAGEMENT, LLC

CONCORDE ASSET MANAGEMENT, LLC

Advisory

N·ANN ARBOR, MI

Data as of Jul 24, 2026 · Source: SEC Form ADV

Total AUM
$598M
1-Year AUM Growth
+24.0%
3-Year CAGR
+9.2%
Employees
67
Assets Under Management
Total AUM$598M
Discretionary AUM$584M
Non-Discretionary AUM$14M
Discretionary %97.7%
Total Clients3,253
Team
Total Employees67
Investment Advisers76
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record146
First FilingMar 5, 2012
Latest FilingJul 24, 2026
🔒 Full AUM trend chart and 146 historical filings spanning 14+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on CONCORDE ASSET MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →