Trevor
Endres
Concorde Asset Management, LLC
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About this Advisor
Trevor Endres is a financial advisor based in Ann Arbor, Michigan, working with Concorde Asset Management, LLC. Trevor has previously held positions at R Philip Sarnecki, Student, Aflac, Integrity Marketing, Two Men And A Truck, Northwestern Mutual Investment Services LLC, R Sarnecki, Wells Fargo, Concorde Investment Services, LLC, and Concorde Asset Management. Trevor has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Trevor 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
Services Offered
Fee Structure
Office Location
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Concorde Asset Management, LLC Brokerage Details
$395,111,243
82
2,510
$157,415
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
Trevor Endres Work History
Concorde Asset Management
Concorde Investment Services, LLC
R Philip Sarnecki
Northwestern Mutual Investment Services LLC
R Sarnecki
Wells Fargo
Aflac
Integrity Marketing
Two Men And A Truck
Student
Student
Disclosures
Please visit the SEC profile of Trevor Endres 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
Sacramento, CA
Ann Arbor, MI
San Diego, CA
Hanford, CA
Fort Wayne, IN
Roseville, CA
San Francisco, CA
Ann Arbor, MI
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