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Concorde Asset Management, LLC CRD 140367
$598M regulatory AUM 898 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-03 |
| MA | RA | APPROVED | 2023-03-13 |
| GA | RA | APPROVED | 2023-03-03 |
| MI | RA | APPROVED | 2021-09-08 |
Branch Locations
Lawrenceville, GA • United States
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc | Norcross | GA | 04/2015 | 01/2021 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 02/2021 | Present |
| Concorde Asset Management, Llc | Ann Arbor | MI | 09/2021 | Present |
| Concorde Investment Services, Llc | Ann Arbor | MI | 03/2026 | 06/2026 |
1) Concorde Holdings, Inc., Investment related, Ann Arbor, MI Holding company for Broker Dealer and RIA affiliate. Start date, February 2021. Full time. 2) Concorde Asset Management, LLC. Investment related. Ann Arbor, MI. Registered investment advisory affiliate of the broker dealer. Start date, August 2021. Full time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-27 |
| S66 | Uniform Combined State Law Examination | 2007-12-13 |
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