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Mcclain Trost Marks

Concorde Asset Management, LLC

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About Mcclain Trost Marks

Mcclain Trost Marks is an Investment Advisor Representative with Concorde Asset Management, LLC, a firm with offices in Ann Arbor, MI and San Francisco, CA. Mcclain Trost Marks is registered with the state of California as both a Broker-Dealer and Investment Advisor Representative. Mcclain Trost Marks has been in the industry for over 2 years. Mcclain Trost Marks specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Mcclain Trost Marks is committed to providing clients with personalized service and a comprehensive understanding of their financial goals.

Firm Information

Mcclain Marks is currently registered with Concorde Asset Management, LLC. Concorde Asset Management, LLC is an investment advisory firm headquartered in Ann Arbor, MI. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. They manage approximately $395 million in assets for over 2,500 clients.
Concorde Asset Management, LLC

3909 RESEARCH PARK DRIVE

ANN ARBOR, MI 48108

$395.11M

Assets Under Management

1,327

Total Clients

78

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Promoter fees from other advisors

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Mcclain Marks’s Registration & Firm History

MI

08/03/2023 - Present

Concorde Asset Management, LLC (ANN ARBOR MI)

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Licenses & Designations

BOTH

Issued 07/29/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/04/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mcclain Trost Marks.
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