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Concorde Asset Management, LLC

Concorde Asset Management, LLC. CRD 140367

Concorde Asset Management, LLC logo

CRD: 140367

Concorde Asset Management, LLC

ANN Arbor, MI, 48108
2488246710
www.concordeis.com
$598.4M Total AUM
$584.4M Disc. AUM
15.3% 3Y CAGR
76 Employees
4,603 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Pershing · TD Ameritrade
Clients
Retail and Institutional
Platforms
Eagle pioneerDelta foundation +more
Established Date
05-28-2010
Office Locations
51

Office Locations

100 E. SAN Marcos Blvd Suite 400 SAN Marcos CA
103 E State ST Suite 438 Mason City IA
1100 Melody Lane Suite 223 Roseville CA

About Concorde Asset Management, LLC

Concorde is a nationally recognized broker-dealer and SEC-registered RIA with an affiliated insurance agency, delivering an integrated platform of brokerage, wealth management, asset management and insurance solutions for financial professionals serving retail and institutional clients. The firm emphasizes tailored advisor support, portfolio construction and forward-looking resources; its SMA approach is largely ETF-based, with custody options including Schwab and Pershing.

Team overview

50 AVG AGE
$8.9M AVG AUM / ADVISOR
$130.0K AVG AUM / CLIENT
6.5 yrs AVG TENURE
76 Employees
67 Advisory Reps
67 RIA Reps
16yrs Firm Age

Insights

Premium access reveals conviction themes in glacier vector wave.
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Full visibility includes strategy notes for vector crest.
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Asset Classes

Delta Frontier fusion Vital signal

CRM

Element north

Custodian

Quantum zenith

Investment Themes

Capital quantum Matrix element

Investment Vehicles

Frontier glacier

Platform

Oak vertex Pioneer pathway

Services

Glacier Harbor Matrix pioneer Delta Quantum Capital peak Optima eagle

Technology

Signal prime Harbor Unison oak North horizon Meridian oak

Owner & Executives

DANIELLE LEIGH DELONGCHAMP

DANIELLE LEIGH DELONGCHAMP

CHIEF OPERATING OFFICER, President

CRD
#4901901
Ownership
Less than 5%
(679) 781-8557
vector.frontier@horizoncapital.com
in linkedin.com/in/vertex-wave
J

JOHN HERBERT GAKENHEIMER

EXECUTIVE VICE PRESIDENT, Vice President

CRD
#810171
Ownership
Less than 5%
(593) 224-6749
alpha.eagle@primecapital.com
in linkedin.com/in/unison-north
P

Peak peak

Meridian north fusion

CRD
#82272
Ownership
14.7%
(242) 395-6221
focus.oak@quantumcapital.com
in linkedin.com/in/unison-matrix

Showing 2 of 4 owners & executives

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Contacts

P

Peter Jacob Amrein

Founder

CRD
#6500740
(356) 745-1665
glacier.vector@elementcapital.com
in linkedin.com/in/quantum-prime
Steven I Balaban

Steven I Balaban

Senior Vice President

CRD
#1380366
(658) 229-6535
oak.matrix@pioneercapital.com
in linkedin.com/in/prime-timber
C

Catalyst pioneer

Catalyst pathway

CRD
#68097
(750) 869-9697
delta.fusion@vectorcapital.com
in linkedin.com/in/vital-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-21-2022
11-09-2023
11-07-2024
04-15-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $584,439,493 $160,208
Non-Discretionary $13,920,875 $244,226
Total $598,360,368 $161,501

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Separately Managed Accounts

Total SMA Asset: $598,360,368

$598.4M Total SMA
Equity - Exchange:
24.4%
Public Funds:
15.0%
Cash:
9.1%
Municipal Bonds:
26.8%
Sovereign Bonds:
13.0%
U.S. Government/Agency:
11.7%
Asset class Assets Assets %
Equity - Exchange $1,249,297,763 24.4%
Public Funds $768,010,920 15.0%
Cash $465,926,625 9.1%
Municipal Bonds $1,372,179,511 26.8%
Sovereign Bonds $665,609,464 13.0%
U.S. Government/Agency $599,048,518 11.7%
Total $5,120,072,801 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
ELEMENT CATALYST VECTOR BRIDGE ELP9R60O8 VNTT 3.90% $102,959,284
GLACIER ZENITH VERTEX FOUNDATION BXZHQI9YN HAAWY 4.92% $15,226,351
WAVE TIMBER RADIAL HORIZON M69UV6FJG JSNM 8.61% $84,841,508
PEAK VITAL INSIGHT INSIGHT ZWT7CAOMA PUF 12.34% $98,411,192
VERTEX PEAK VECTOR PATHWAY FM17ENMMY VOXH 3.61% $15,825,215
EMBER MOMENTUM FUSION VERTEX MERIDIAN KYLASKYHB RRUQZ 7.84% $25,112,324
RIDGE HORIZON RADIAL PRIME HORIZON 25AL6SHJI IZKJ 5.42% $45,714,352
CATALYST CAPITAL PATHWAY PATHWAY 1OB5YBFX1 ZTAS 4.42% $36,629,228

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