CA
CONCORDE ASSET MANAGEMENT, LLC
SEC RegisteredANN ARBOR, MIhttps://concordeis.com248-824-6710
Assets Under Management
$500M–$1B
Employees
76
Office Locations
48 offices
Total Accounts
3705
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,651 | $442M |
| High Net Worth Individuals | 38 | $150M |
| Charitable Organizations | 8 | $850k |
| State/Municipal Entities | 1 | — |
898 total clients reported on Form ADV.
Leadership
Llc Metrinko
MEMBER
Brimstone Trust 2
OWNER
Inc. Concorde Holdings
MANAGING MEMBER
Kathleen Ann Hofer
CHIEF FINANCIAL OFFICER
Danielle Leigh Delongchamp
PRESIDENT
Michael Metrinko Rollins
OWNER OF METRINKO, LLC
Kimberlee Elizabeth Levy
CHIEF COMPLIANCE OFFICER
Llc Concorde Investment Partners
MEMBER
Llc Valeo Advisors
MEMBER
Llc Txg
MEMBER
Michele Metrinko Rollins
TRUSTEE OF BRIMSTONE TRUST 2
Michael Metrinko Rollins
TRUSTEE OF BRIMSTONE TRUST 2
Estate Of Ted Rollins
OWNER OF TXG, LLC
John Herbert Gakenheimer
EXECUTIVE VICE PRESIDENT
Office locations
48 offices in 16 states
MI
ANN ARBORHQ
MN
MANKATO
IA
MASON CITY
CA
SACRAMENTO
FL
PALM BEACH GARDENS
WA
BELLEVUE
OH
MAUMEE
OK
NOBLE
CA
SAN FRANCISCO
OH
TOLEDO
WI
RACINE
MI
FARMINGTON HILLS
CA
EL SEGUNDO
NC
PINEHURST
NY
SARATOGA SPRINGS
NY
SETAUKET
FL
THE VILLAGES
ND
WILLISTON
AZ
SCOTTSDALE
CA
SAN DIEGO
CA
ROSEVILLE
WI
KEWASKUM
MI
ESCANABA
WA
SEATTLE
CA
SAN MARCOS
WA
VANCOUVER
IN
FORT WAYNE
CA
VALENCIA
CA
VALENCIA
TX
TAYLOR
KY
HOPKINSVILLE
MI
SHELBY TOWNSHIP
CA
HANFORD
Advisors at this firm
47 advisors in the directory
Peter Jacob Amrein
Investment Adviser Representative
Amy Perryman Arnold
Investment Adviser Representative
Steven I Balaban
Investment Adviser Representative
Eric Barbarita
Investment Adviser Representative
Robert Raymond Butts
Investment Adviser Representative
Daniel Kenneth Charley
Investment Adviser Representative
Damian Jude Dering
Investment Adviser Representative
Jacob Douglas Driver
Investment Adviser Representative
Frank Timothy Dunn
Investment Adviser Representative
Ryan Anthony Edde
Investment Adviser Representative
Peter Keith Fisher
Investment Adviser Representative
Rikki Jr Foster
Investment Adviser Representative
Rebecca Cerrone Freeman
Investment Adviser Representative
Lisa Ann Garza
Investment Adviser Representative
Joshua Goodridge
Investment Adviser Representative
Mark Huber
Investment Adviser Representative
Thomas Book Jahncke
Investment Adviser Representative
Laura Lyn Jocius
Investment Adviser Representative
Jasmine Christine Jordan
Investment Adviser Representative
Justin Robert Kiehne
Investment Adviser Representative
Nathan Alexander Kosanke
Investment Adviser Representative
Andrew Jerome Kraffert-Gora
Investment Adviser Representative
Matthew Kredit
Investment Adviser Representative
Frank Timothy Kuiper
Investment Adviser Representative
Joseph Victor Levy
Investment Adviser Representative
Alan Neil Lichtenstein
Investment Adviser Representative
Winnie Liu
Investment Adviser Representative
McClain Trost Marks
Investment Adviser Representative
Delmar Vernice McKinney
Investment Adviser Representative
Jason Lee McMurtry
Investment Adviser Representative
Peter Joseph McNeil
Investment Adviser Representative
Sean McNeil
Investment Adviser Representative
William Aubrey Morrow
Investment Adviser Representative
Matthew W. Navarre
Investment Adviser Representative
Aaron Oborn
Investment Adviser Representative
Benjamin Ryan Orem
Investment Adviser Representative
Forrest Jefferson Padilla
Investment Adviser Representative
Young Chan Rah
Investment Adviser Representative
Andre Ramirez
Investment Adviser Representative
Elia Alicia Ramirez Cruz
Investment Adviser Representative
Eric Stuart Scaff
Investment Adviser Representative
Adam Simon
Investment Adviser Representative
Ann Holland Stewart
Investment Adviser Representative
Charles Alexander Strickler
Investment Adviser Representative
Susan Katherine Tackett
Investment Adviser Representative
Erica Maureen Traulsen
Investment Adviser Representative
David Jon Zupek
Investment Adviser Representative
Regulatory & compliance
CRD number
#140367
SEC Number
801-74519
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
concordeis.comPhone
248-824-6710Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CONCORDE ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.