San Diego, CA Shoreham Place Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Concorde Asset Management, LLC
Multi-team
Firm-wide stats for Concorde Asset Management, LLC
About
Concorde Asset Management serves a mix of individual clients (including high-net-worth households), corporate and retirement-plan clients, offering discretionary and non-discretionary portfolio management, tailored financial planning, and access to third‑party asset managers and sponsored wrap fee programs. The firm also provides ERISA retirement-plan advisory services, participant advice, and management of variable annuity separate accounts as part of its advisory menu.
Concorde builds individualized portfolios by gathering client objectives, timelines, and risk tolerances, then implementing asset‑allocation and model‑based strategies across proprietary and third‑party platforms. The firm uses model portfolios and third‑party strategists (including its Concorde UMA program on Envestnet and integrations with Orion, Simplicity Group, and other providers) and serves as an overlay manager where it assumes discretionary trading and allocation responsibilities.
A distinctive feature disclosed in the brochure is that some representatives maintain separate outside businesses that provide legal and real‑estate services, and the firm has affiliated entities including a broker‑dealer and an insurance agency, which the brochure describes as creating potential conflicts that are mitigated through supervision and documented policies. The firm also highlights specific operational relationships (back‑office support from Envestnet, Simplicity Group, and GeoWealth), its role as a promoter and sub‑advisor in third‑party programs, and its formal ERISA conflict oversight and supervisory procedures.
Based on Concorde Asset Management, LLC
Expertise
Based on Concorde Asset Management, LLC
Location
5075 Shoreham Place, Suite 230
San Diego CA 92122
Advisors at this office
3
Advisors at this office
Frank K
ChFC®, Series 63, Series 65
San Diego, CA
Concorde Asset Management, LLC
Frank Kuiper is a financial advisor at Concorde Asset Management, LLC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Before joining Concorde in 2018, he worked at Independent Financial Group for seven years. Kuiper also works as a licensed insurance agent offering life and long-term care insurance since 2012. Concorde Asset Management serves a diverse client base including individuals, high-net-worth households, corporations, and retirement-plan sponsors. The firm offers discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers and wrap fee programs, utilizing model portfolios and overlay management strategies.
Forrest P
CFP®, Series 66
San Diego, CA
Concorde Asset Management, LLC
Forrest Padilla is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Concorde Asset Management, LLC since 2018 and previously spent nine years at Financial Designs LTD and 14 years with Independent Financial Group, LLC. He co-hosts a weekly financial advisors radio show broadcast through KOGO AM 600 in San Diego. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, and provides ERISA retirement-plan advisory services with a focus on individualized client objectives.
William M
CFP®, Series 63
San Diego, CA
Concorde Asset Management, LLC
William Morrow is a CFP® with 49 years of industry experience. He is currently with Concorde Asset Management, LLC, where he has worked since 2018. Previously, he worked at Independent Financial Group, LLC, and Financial Designs, LTD. In addition to his advisory roles, he hosts the "Financial Advisors' Weekly" radio show broadcast on KOGO AM 600 in San Diego. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms, and provides ERISA retirement-plan advisory services and participant advice.
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