Amy
Arnold

Concorde Asset Management, LLC

CRD#3037672
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Amy Arnold is a financial advisor based in Ann Arbor, Michigan, working with Concorde Asset Management, LLC. Amy has previously held positions at Triloma Securities, LLC, Bbva Usa, Bbva Securities, Inc, Bbva Wealth Solutions Inc, Concorde Investment Services, LLC, Concorde Asset Management, LLC, American Alternative Capital, LLC/Link Alts Capital, LLC, Proequities, Inc, and Concorde Holdings, Inc. Amy has passed the Series 66 regulatory exam and is registered to provide services in Alabama and Michigan. Currently, Amy is part of Concorde Asset Management, LLC, which operates out of Ann Arbor, Michigan. The firm has 40 offices and 82 employees. The firm manages assets totaling $395.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Concorde Asset Management, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3909 Research Park Drive Suite 200
Ann Arbor, MI 48108

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Concorde Asset Management, LLC Brokerage Details

Total Assets Under Management

$395,111,243

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

82

MI Average: 21
Total Number of Accounts

2,510

MI Average: 1,586
Average Account Size

$157,415

MI Average: $594,845

Investment Advisory Services

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

Amy Arnold Work History

2022 - Present (2 years)

American Alternative Capital, LLC/Link Alts Capital, LLC

2020 - Present (4 years)

Concorde Investment Services, LLC

2020 - Present (4 years)

Concorde Asset Management, LLC

2020 - Present (4 years)

Concorde Holdings, Inc

2020 - 2020 (< 1 year)

Bbva Usa

2020 - 2020 (< 1 year)

Bbva Securities, Inc

2020 - 2020 (< 1 year)

Bbva Wealth Solutions Inc

2016 - 2019 (3 years)

Triloma Securities, LLC

2006 - 2016 (10 years)

Proequities, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Amy Arnold to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Concorde Asset Management, LLC

Erica Traulsen
Sacramento, CA
Justin Kiehne
Ann Arbor, MI
Josiah Lederman
Fort Wayne, IN
Eric Barbarita
San Diego, CA
Matthew Kredit
Hanford, CA
Preston Mokris
Ann Arbor, MI
Rikki Foster
Roseville, CA
Joseph Levy
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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