Concorde Asset Management, LLC

Investment Advisor
in San Diego, CA
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About this Advisor

Frank Kuiper is an advisor who is based in San Diego, California. Currently a registered investment advisor with Concorde Asset Management, LLC, they have accrued 11 years of practice as a registered investment advisor. Kuiper holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Kuiper is able to act as a financial advisor based out of California and Colorado. Over the course of their career, they have held roles at Heritage Wealth Management, LLC, Wfg Investments Inc, Independent Financial Group and Financial Designs LTD. Concorde Asset Management, LLC is located in San Diego, California, and has 35 additional offices across the country. As a company, Concorde Asset Management, LLC manages $218 million in assets across 1,782 accounts and employs more than 57 people. The amount of assets the firm manages places it among the mid-sized investment advisory firms in the country. The firm manages 1,781 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Concorde Asset Management, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others



Office Location

5075 Shoreham Place Suite 200
San Diego, CA 92122

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Concorde Asset Management, LLC Brokerage Details

Total Assets Under Management


CA Average: $943,424,332
Total Number of Employees


CA Average: 21
Total Number of Accounts


CA Average: 1,586
Average Account Size


CA Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Frank Kuiper Work History

Frank has 11 years of experience.

2011 - Present (8 years)

Independent Financial Group

2011 - Present (8 years)

Financial Designs LTD

2009 - 2010 (1 year)

Wfg Investments Inc

2007 - 2010 (3 years)

Heritage Wealth Management, LLC


Frank Kuiper has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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