Concorde Asset Management LLC

Concorde Asset Management LLC, operating under the legal name CONCORDE ASSET MANAGEMENT, LLC, is a Michigan-based Limited Liability Company providing advisory services to 2643 clients. With a team of 75 employees, including 66 in advisory roles, Concorde Asset Management is approved by the US Securities and Exchange Commission and has been registered since April 19, 2012.

• CONCORDE HOLDINGS, INC.

  MANAGING MEMBER owns 75% or more

• DANIELLE LEIGH KAMMEYER

  CHIEF INFORMATION OFFICER owns less than 5%

• JOHN HERBERT GAKENHEIMER

  MANAGER owns less than 5%

• KATHLEEN ANN HOFER

  CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER owns less than 5%

• KIMBERLEE ELIZABETH LEVY

  CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER owns less than 5%

• STEPHEN ANDREW JACKSON

  PRESIDENT owns less than 5%

• GREGORY ALAN MERRITT

  SHAREHOLDER

• JASON PATRICK KAVANAUGH

  SHAREHOLDER owns more than 25% but less than 50%

• MARK GERARD KOSANKE

  SHAREHOLDER

• MICHAEL EDWARD WOLF

  SHAREHOLDER

• White Pine Investment Co
• Park Avenue Wealth Management LLC
• Meadowbrook Investment Advisors LLC

• Concorde Asset Management, LLC Q1 2023 vs. Q2 2023: A Comprehensive Analysis of 13F Holdings
• Noteworthy Changes in Concorde Asset Management Fund's Q3 and Q4 2022 13F Holdings

• CHIMERA INVESTMENT CORP $1,152k
• APPIAN CORP CL A $961k
• Amazon.com Inc $954k
• ARISTA NETWORKS INC $854k
• Apple Inc $702k
• BioTelemetry (BEAT) $356k
• ANNALY CAP MGMT INC $177k
• ALTRIA GROUP INC $173k
• COCA-COLA CO $141k
• AT&T INC $127k