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DC

Daniel Kenneth Charley

Concorde Asset Management, LLC
9 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Concorde Asset Management, LLC
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

Location

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

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History

Regulatory History (1)
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Criminal
August 1998
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel is the president and 50% owner of Alpine Brokerage Services, a general insurance agency, and spends full-time hours there. He also owns Alpine Brokerage Group LLC, an insurance wholesaling business focused on life, fixed annuity, and long-term care products, dedicating full-time hours to it as well.

Employment History
Current Registrations
Concorde Asset Management, LLC
July 2016 - Present · 9 yrs 7 mos
Concorde Investment Services, LLC
June 2016 - Present · 9 yrs 8 mos
Concorde Investment Services, LLCBroker
June 2016 - Present · 9 yrs 8 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.