Winnie
Liu

Concorde Asset Management, LLC

CRD#4708329
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Winnie Liu is a financial advisor based in Ann Arbor, Michigan, working with Concorde Asset Management, LLC. Winnie has previously held positions at Southern California Bone And Joint Clinic, Concorde Asset Management, and Concorde Investment Services. Winnie has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California and New York. Currently, Winnie 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, Series 63, Chartered Financial Analyst

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

Winnie Liu Work History

2023 - Present (1 year)

Concorde Asset Management

2022 - Present (2 years)

Concorde Investment Services

2010 - Present (14 years)

Southern California Bone And Joint Clinic

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Disclosures

Please visit the SEC profile of Winnie Liu 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

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

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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