Concorde Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ann Arbor, MI. Its latest Form ADV filing, dated March 30, 2026, reports $598M in regulatory assets under management, 76 employees, 56 offices, and 3,705 accounts.
Assets Under Management
$598M
Employees
76
Offices
56 offices
Total Clients
3,705
Primary office
ANN ARBOR, MI
3909 RESEARCH PARK DRIVE, SUITE 200, ANN ARBOR, MI, United States
Top client segmentIndividuals represent 98.5% of total clients.
Top client categories% of clientsClients
1
Individuals
98.5%
3,651
2
HNWI
1.0%
38
3
Pension Plans
0.2%
8
4
Corporations
0.2%
7
Additional categories (<0.1%)
Charitable<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$598Mas of March 30, 2026
Discretionary97.7%
$584M
98% of total RAUM97.7%
Non-discretionary2.3%
$14M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$598M
Total Accounts3,705
10Y AUM Change+$403M (+206.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees76
Clients per Employee49:1
10Y Employee Change+17 (+28.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.