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| Keyboard |
| Concorde Asset Management LLC
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|---|---|
| CRD # | 140367 |
| SEC # | 801-74519 |
| CIK # | 0001631773 |
| AUM | 598.4 M (2026-03-30) |
| Employees | 76 (88% Investors, 88% Brokers) |
| Phone | 248-824-6710 |
| Address | 3909 Research Park Drive Ann Arbor, MI 48108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.0 | ||
| Apple Inc | 3.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,651 | 441.8 |
| (b) Individuals (high net worth individuals) | 38 | 150.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 0.9 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,705 | 598.4 |
| By Discretionary | ||
| Discretionary | 3,648 | 584.4 |
| Non-Discretionary | 57 | 13.9 |
| Total | 3,705 | 598.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 598.4 | |
| Total | 3,705 | 598.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001631773] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 898 |
| Serves | Institutional, Retail |
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|---|---|---|
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