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Kathleen Ann Hofer

CONCORDE ASSET MANAGEMENT, LLC·LIVONIA, Michigan
SIE, Series 7, Series 24, Series 28, Series 63, Series 99TOClean recordCONCORDE ASSET MANAGEMENT, LLC
19500 VICTOR PARKWAY, LIVONIA, MI 48152CRD# 1087639Firm CRD# 140367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathleen Ann Hofer · LIVONIA, MI
Registration
CRD #1087639 · CONCORDE ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 28
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CONCORDE ASSET MANAGEMENT, LLC
CRD 140367 · SEC 801-74519
AUM
$395M
Regulatory assets under management
Employees
82
2,510 client accounts
Services offered by CONCORDE ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CONCORDE ASSET MANAGEMENT, LLC →
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04

Frequently Asked Questions

What services does Kathleen Ann Hofer offer?
Kathleen Ann Hofer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LIVONIA, Michigan for a consultation.
What are Kathleen Ann Hofer's credentials?
Kathleen Ann Hofer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Ann Hofer located?
Kathleen Ann Hofer 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 Kathleen Ann Hofer charge for services?
Kathleen Ann Hofer'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 at CONCORDE ASSET MANAGEMENT, LLC

Jennifer Leigh Stacey
ANN ARBOR, MI
Timothy Mark Witt
LIVONIA, MI
Danielle Leigh Delongchamp
LIVONIA, MI
Dawn Hoover
LIVONIA, MI
Jason Patrick Kavanaugh
LIVONIA, MI
Kimberly Ann Ryan
LIVONIA, MI

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