← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（11/07/2024）
CONCORDE ASSET MANAGEMENT, LLC · 所有者与执行高管（CRD 140367）
机构事实页：CONCORDE ASSET MANAGEMENT, LLC 事实页 → | 官方原文：IAPD firm-summary/140367
Schedule A · 直接所有者（6 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| CONCORDE HOLDINGS, INC. | 境内实体 | MANAGING MEMBER | 是 | E |
| HOFER, KATHLEEN, ANN | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| DELONGCHAMP, DANIELLE, LEIGH | 个人 | PRESIDENT | 是 | NA |
| GAKENHEIMER, JOHN, HERBERT | 个人 | EXECUTIVE VICE PRESIDENT | 是 | NA |
| STACEY, JENNIFER, LEIGH | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| McMurry, Keith | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
Schedule B · 执行高管（10 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| ROLLINS, MICHAEL, METRINKO | OWNER OF METRINKO, LLC | 是 |
| CONCORDE INVESTMENT PARTNERS, LLC | MEMBER | 是 |
| VALEO ADVISORS, LLC | MEMBER | 是 |
| TXG, LLC | MEMBER | 是 |
| METRINKO, LLC | MEMBER | 是 |
| BRIMSTONE TRUST 2 | OWNER | 是 |
| Rollins, Michele, Metrinko | TRUSTEE OF BRIMSTONE TRUST 2 | 是 |
| ROLLINS, MICHAEL, METRINKO | TRUSTEE OF BRIMSTONE TRUST 2 | 是 |
| ESTATE OF TED ROLLINS | OWNER OF TXG, LLC | 是 |
| Rollins, Holly | PERSONAL REPRESENTATIVE OF THE ESTATE OF TED ROLLINS | — |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
