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Jason Patrick Kavanaugh

CONCORDE ASSET MANAGEMENT, LLC·LIVONIA, Michigan
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19500 VICTOR PARKWAY, LIVONIA, MI 48152CRD# 2693303Firm CRD# 140367
01

About

Jason Patrick Kavanaugh is a registered financial advisor based in LIVONIA, 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# 2693303
Firm CRD# 140367
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Patrick Kavanaugh offer?
Jason Patrick Kavanaugh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LIVONIA, Michigan for a consultation.
What are Jason Patrick Kavanaugh's credentials?
Jason Patrick Kavanaugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Patrick Kavanaugh located?
Jason Patrick Kavanaugh is based in LIVONIA, Michigan, working with CONCORDE ASSET MANAGEMENT, LLC. Their office serves clients in the LIVONIA metropolitan area and surrounding communities.
How does Jason Patrick Kavanaugh charge for services?
Jason Patrick Kavanaugh'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 LIVONIA
Dale Brian Embry — MEADOWBROOK INVESTMENT ADVISORS LLCRobert Thomas Grabowski — MEADOWBROOK INVESTMENT ADVISORS LLCRonald Lawrence Doyle — MEADOWBROOK INVESTMENT ADVISORS LLCKathleen Ann Hofer — CONCORDE ASSET MANAGEMENT, LLCGeorge Farrar Abel — MEADOWBROOK INVESTMENT ADVISORS LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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