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| Happy Holidays!! thanks for using AUM13F!! |
| Concorde Asset Management LLC
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| CRD # | 140367 |
| SEC # | 801-74519 |
| CIK # | 0001631773 |
| AUM | $489.9 M (2025-04-15) |
| Employees | 79 (81% Investors, 81% Brokers) |
| Phone | 248-824-6710 |
| Address | 3909 Research Park Drive Ann Arbor, MI 48108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.6 | ||
| Apple Inc | 3.2 | ||
| Microsoft Corp | 2.1 | ||
| Palantir Technologies Inc | 1.7 | ||
| Amazon Com Inc | 1.3 | ||
| Fortis Inc | 1.3 | ||
| NexPoint Diversified Real Estate Trust | 1.2 | ||
| FS Credit Opportunities Corp | 1.0 | ||
| Facebook Inc | 1.0 | ||
| Trade Desk Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,207 | 416.6 |
| (b) Individuals (high net worth individuals) | 39 | 66.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.6 |
| (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 | 6 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,207 | 489.9 |
| By Discretionary | ||
| Discretionary | 3,174 | 482.2 |
| Non-Discretionary | 33 | 7.7 |
| Total | 3,207 | 489.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 489.9 | |
| Total | 3,207 | 489.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001631773] |
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|---|---|---|
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CURA Wealth Advisors LLC
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IL | 0.5 |
|
Seed Planning Group LLC
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NY | 0.5 |
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Burkett Financial Services LLC
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SC | 0.5 |
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Access Wealth Planning LLC
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NJ | 0.5 |
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Addison Advisors LLC
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VT | 0.5 |
|
VAM Group Inc
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MI | 0.5 |
|
Westward Investment Advisory LLC
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KS | 0.5 |
|
Poehling Capital Management Inc
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|
WI | 0.5 |
|
Saybrook Capital Corp
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NY | 0.5 |
|
Everpar Advisors LLC
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OK | 0.5 |