CONCORDE ASSET MANAGEMENT, LLC

CONCORDE ASSET MANAGEMENT, LLC of ANN ARBOR, MI is an SEC-registered investment adviser (CRD 140367). Regulatory assets under management: $598.4M. This firm reports disciplinary history on Form ADV.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (33)

Showing 25 of 33 people.

NameRoleLocation
Kathleen Ann HoferCHIEF FINANCIAL OFFICER
Danielle Leigh DelongchampPRESIDENT; PRESIDENT, CHIEF OPERATING OFFICER
Michael Metrinko RollinsOWNER OF METRINKO, LLC; TRUSTEE OF BRIMSTONE TRUST 2
Michele Metrinko RollinsTRUSTEE OF BRIMSTONE TRUST 2
Holly RollinsPERSONAL REPRESENTATIVE OF THE ESTATE OF TED ROLLINS
John Herbert GakenheimerEXECUTIVE VICE PRESIDENT
Jennifer Leigh StaceyCHIEF COMPLIANCE OFFICER
Keith McmurryCHIEF OPERATING OFFICER
RYAN REGINA ANNCHIEF FINANCIAL OFFICER; MANAGER
WOLF MICHAEL EDWARDCHIEF MARKETING OFFICER; MANAGER; SHAREHOLDER
GAKENHEIMER JOHN HERBERTEXECUTIVE VICE PRESIDENT; MANAGER; MANAGING MEMBER (+2 more)
KAVANAUGH JOHN PATRICKBOARD CHAIRMAN; BOARD MEMBER; CHIEF EXECUTIVE OFFICER AND DIRECTOR (+1 more)
WITT MARKCHIEF INVESTMENT OFFICER
HOFER KATHLEEN ANNCHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER; MANAGER
LEVY KIMBERLEE ELIZABETHCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER; MANAGER AND CHIEF COMPLIANCE OFFICER
MERRITT GREGORY ALANMANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; SHAREHOLDER
KOSANKE MARK GERARDMANAGING MEMBER; SHAREHOLDER
KNIGHT KELLY PATRICIACHIEF OPERATING OFFICER; MANAGER
HORNYAK ERIC PAULMANAGER; PRESIDENT
JACKSON STEPHEN ANDREWBOARD MEMBER; PRESIDENT
KAMEN LORI BETHCHIEF COMPLIANCE OFFICER
Kammeyer Danielle LeighCHIEF INFORMATION OFFICER; CHIEF OPERATING OFFICER
DELONGCHAMP DANIELLE LEIGHCHIEF INFORMATION OFFICER; CHIEF OPERATING OFFICER; PRESIDENT (+1 more)
Hoover DawnCHIEF COMPLIANCE OFFICER
Popeo William GerardBOARD MEMBER

Disclosures (60)

InitiatedTypeAllegationsStatusAmount
regulatory

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