Concorde Asset Management is an investment advisor in Livonia with $376.50 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
760821934
SEC advisor number
801-74519
FINRA CRD number
140367
AUM ?
$305.69 mm
(as of 2 Jan 24)
Accounts
2,371
(as of 2 Jan 24)
Employees
74
(57 investment advisory or research)
Address
Concorde Asset Management
19500 VICTOR PARKWAY, SUITE 550
LIVONIA
MI 48152
19500 VICTOR PARKWAY, SUITE 550
LIVONIA
MI 48152
Phone
248-824-6710
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21