Concorde Asset Management, LLC
● SEC registered since 2012CRD 140367SEC# 801-74519Ann Arbor, MI
Reg. AUM
$598.4M
Employees
76
Accounts
3,705
Location
Ann Arbor, MI
Concorde Asset Management, LLC assets under management
Concorde Asset Management, LLC is a registered investment adviser overseen by the SEC based in Ann Arbor, MI. The firm has been registered since 2012. It reports $598.4 million in regulatory assets under management and employs 76 people.
Concorde Asset Management, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Concorde Holdings, Inc. Control | Managing Member | Over 75% | 2011 |
| Danielle Leigh Delongchamp Control | President, Chief Operating Officer | Under 5% | 2023 |
| John Herbert Gakenheimer Control | Executive Vice President | Under 5% | 2023 |
| Kathleen Ann Hofer Control | Chief Financial Officer | Under 5% | 2016 |
| Marc Anthony Morell Control | Chief Compliance Officer | Under 5% | 2026 |
| Brimstone Trust 2 Control | Owner | 50-75% | 2021 |
| Concorde Investment Partners, LLC Control | Member | Over 75% | 2021 |
| Estate of Ted Rollins Control | Owner Of Txg, Llc | Over 75% | 2021 |
| Holly Rollins | Personal Representative Of The Estate Of Ted Rollins | — | 2021 |
| Metrinko, LLC Control | Member | 50-75% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Concorde Asset Management, LLC manage?
Concorde Asset Management, LLC reports $598.4 million in regulatory assets under management on its Form ADV.
How many employees does Concorde Asset Management, LLC have?
Concorde Asset Management, LLC reports 76 employees.
Where is Concorde Asset Management, LLC located?
Concorde Asset Management, LLC is based in Ann Arbor, MI and has been SEC-registered since 2012.
Does Concorde Asset Management, LLC disclose fund performance?
Concorde Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3909 Research Park Drive, Suite 200, Ann Arbor, MI 48108 |
| Phone | 248-824-6710 |
| Office hours | 8:30 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$598.4M▲ 51%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,306 advisers
EmployeesTop 9%
More than 91% of 16,824 advisers
Assets under management
$598.4Mregulatory AUM
Discretionary $584.4MNon-discretionary $13.9M