DD
DD

Danielle Leigh Delongchamp

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
3,253 clients
Average Client Portfolio
$151K average
Assets Under Management
$489.9M

Fee Structure

Minimum Investment:$20K
Financial Planning:Investment management only
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Location

3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Danielle is the Interim President of Concorde Asset Management, LLC and President of Concorde Holdings, Inc., dedicating full-time hours to these roles. She also works as a consultant for Delongchamp Consulting LLC and American Alternative Capital, LLC, and spends minimal time on activities related to Concorde Insurance Agency, Inc.

Employment History
Current Registrations
Concorde Asset Management, LLC
January 2017 - Present · 9 yrs 1 mo
Concorde Investment Services, LLCBroker
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
American Alternative Capital, LLCBroker
July 2022 - December 2023 · 1 yr 5 mos
J. W. Cole Advisors, INC.
February 2015 - January 2017 · 1 yr 11 mos
J.W. Cole Financial, INC.Broker
February 2015 - January 2017 · 1 yr 11 mos
Parkland Securities, LLCBroker
September 2013 - January 2015 · 1 yr 4 mos
Spc
April 2013 - January 2015 · 1 yr 9 mos
Sigma Financial CorporationBroker
April 2013 - January 2015 · 1 yr 9 mos
Mcdonald Partners LLC
January 2012 - April 2013 · 1 yr 3 mos
Mcdonald Partners LLCBroker
December 2011 - April 2013 · 1 yr 4 mos
Spc
May 2011 - December 2011 · 7 mos
Sigma Financial CorporationBroker
January 2011 - December 2011 · 11 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.