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Jennifer Leigh Stacey

CONCORDE ASSET MANAGEMENT, LLC·ANN ARBOR, Michigan
Unclaimed Profile
3909 RESEARCH PARK DRIVE, ANN ARBOR, MI 48108CRD# 2536581Firm CRD# 140367
01

About

Jennifer Leigh Stacey is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with CONCORDE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONCORDE ASSET MANAGEMENT, LLC
CONCORDE ASSET MANAGEMENT, LLC
AUM
$395M
Regulatory assets under management
Employees
82
Total firm employees
View all advisors at CONCORDE ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROMOTER FEES FROM OTHER ADVISORS
Regulatory
SEC/IARD CRD# 2536581
Firm CRD# 140367
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Leigh Stacey offer?
Jennifer Leigh Stacey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANN ARBOR, Michigan for a consultation.
What are Jennifer Leigh Stacey's credentials?
Jennifer Leigh Stacey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Leigh Stacey located?
Jennifer Leigh Stacey is based in ANN ARBOR, Michigan, working with CONCORDE ASSET MANAGEMENT, LLC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.
How does Jennifer Leigh Stacey charge for services?
Jennifer Leigh Stacey's firm is compensated through percentage of aum, hourly charges, subscription fees, other: promoter fees from other advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONCORDE ASSET MANAGEMENT, LLC?
CONCORDE ASSET MANAGEMENT, LLC has approximately 82 employees and manages $395M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ANN ARBOR
Alexandra Maier — SPEYSIDE PRIVATE FUND ADVISERS LLCAdam Gilbert Boyden — RPM VENTURES III MANAGEMENT, L.L.C.Kelly Chesney — RENAISSANCE VENTURE PARTNERS GP, LLCOliver Maier — SPEYSIDE PRIVATE FUND ADVISERS LLCStanley Joseph Learman — ARBOR INVESTMENT MANAGEMENT, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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