| Name | Title | Ownership | Since |
|---|---|---|---|
| Concorde Holdings, Inc. Control | Managing Member | Over 75% | 2011 |
| Danielle Leigh Delongchamp Control | President | Under 5% | 2023 |
| Jennifer Leigh Stacey Control | Chief Compliance Officer | Under 5% | 2024 |
Concorde Asset Management, LLC reports $489.9 million in regulatory assets under management on its Form ADV.
Concorde Asset Management, LLC reports 79 employees.
Concorde Asset Management, LLC is based in Ann Arbor, MI and has been SEC-registered since 2012.
Concorde Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $482.2M |
| Non-discretionary | $7.7M |
| Total (RAUM) | $489.9M |