Fee-OnlyFinder

Concorde Asset Management, LLC

Financial planning in Ann Arbor, MI

SEC registeredNo commissions reported

Call (248) 824-6710Send a messageMap ↗

Public-record details

Address
3909 Research Park Drive, Suite 200, Ann Arbor, MI 48108
Phone
(248) 824-6710
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number
140367
Registration
SEC registered since 2012-04-19
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees; Other (Promoter Fees From Other Advisors)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management
$598.4 million
Accounts managed
3,705
Clients reported (Form ADV 5.D)
3,705
Individual / high-net-worth clients
3,651 / 38
Employees
76
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-07-24

SEC registered investment adviser, CRD 140367, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Ann Arbor

A B L E Wealth Management Solutions LLC3380 Travis Pointe Road, Suite E · Ann Arbor, MI 48108 · (734) 786-3875 · Financial planningCRD 301257 · % of assets, Hourly charges, Fixed fees · $31.7 million AUMState registeredNo commissions reportedArbor Investment Management3400 Travis Pointe Rd., Suite E · Ann Arbor, MI 48108 · (734) 645-3622 · % of assets managedCRD 154735 · % of assets · $162.0 million AUMSEC registeredNo commissions reportedArbor Trust Wealth Advisors, LLC825 Victors Way, Suite 150 · Ann Arbor, MI 48108 · (734) 389-7794 · Financial planningCRD 169611 · % of assets, Hourly charges, Fixed fees · $611.4 million AUMSEC registeredNo commissions reportedArborfi Advisors, LLC2395 S Huron Pkwy, Suite 101 · Ann Arbor, MI 48104 · (734) 345-6980 · Financial planningCRD 305009 · % of assets · $148.4 million AUMSEC registeredNo commissions reportedBoardwalk Wealth Management341 E Huron St, Suite #3 · Ann Arbor, MI 48104 · (734) 476-0320 · Financial planningCRD 310308 · % of assets, Fixed fees · $1.8 million AUMState registeredNo commissions reportedColumbia Asset Management, L.L.C.924 N Main Street, Suite 1 · Ann Arbor, MI 48104 · (734) 665-1455 · Financial planningCRD 124174 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedCreo Global Capital LLC1026 S. Main St. · Ann Arbor, MI 48104 · (313) 350-3566 · % of assets managedCRD 159771 · % of assets · $22.7 million AUMState registeredNo commissions reportedCypress Capital Wealth Management LLC3040 Lohr Road · Ann Arbor, MI 48108 · (734) 228-0460 · Flat / fixed feesCRD 312340 · % of assets, Fixed fees, Performance-based fees · $330.2 million AUMSEC registeredNo commissions reported

All 25 in Ann Arbor →