Trustee of Brimstone Trust 2 · Concorde Asset Management, LLC
Michele M. Rollins
CRD 7529572 · 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 Michele M. Rollins on its Form ADV as Trustee of Brimstone Trust 2, a control person.
Firms and roles
- Concorde Asset Management, LLCTrustee of Brimstone Trust 2Wealth manager · ANN Arbor, MI · $598M in regulatory assets
AtlasMembers
Michele’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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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Kathleen A. HoferChief Financial Officer, Concorde Asset Management, LLC
- 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 Michele’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.