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About Kimberlee E. Levy of CONCORDE ASSET

Kimberlee E. Levy is Manager And Chief Compliance Officer at Concorde Asset Management Llc and has been affiliated with Concorde Asset Management Llc since November-2013.

Concorde Asset Management Llc is an investment advisor that manages 250.5 MM dollars in regulatory AUM and has 69 employees, of which 69 perform investment advisory functions. The managers's latest filing has disclosed 101MM in positions, which represents 40% of the manager's regulatory AUM.

For more on Concorde Asset Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -1.4%/yr

Co-workers of Kimberlee E. Levy at CONCORDE ASSET

Name Title In Position Since
John H. Gakenheimer Manager October-2014
Michael E. Wolf Manager May-2011
Kelly P. Knight Manager March-2014
Kimberly A. Ryan Manager January-2014
Eric P. Hornyak Manager October-2014

CONCORDE ASSET Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HYG 9.88155% ETF 4.99% 2.62% 0.34% 0 6%
JNK 8.85007% ETF 5.26% 2.62% 0.33% 0 4%
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Kimberlee E. Levy Office Address

TROY, Michigan
UNITED STATES, 48085-4974

Kimberlee E. Levy Contact Information

Phone Number: 248-824-6710
Fax Number: 248-720-0460



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