Chief Financial Officer · Concorde Asset Management, LLC
Kathleen A. Hofer
CRD 1087639 · Named on Form ADV at one SEC-registered adviser
At a glance
Concorde Asset Management, LLC, an SEC-registered wealth manager based in ANN Arbor, MI with $598 million in regulatory assets, lists Kathleen A. Hofer on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Concorde Asset Management, LLCChief Financial OfficerWealth manager · ANN Arbor, MI · $598M in regulatory assets
AtlasMembers
Kathleen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Danielle L. DelongchampPresident, Chief Operating Officer, Concorde Asset Management, LLC
- John H. GakenheimerExecutive Vice President, Concorde Asset Management, LLC
- Marc A. MorellChief Compliance Officer, Concorde Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.