AK

Andrew Jerome Kraffert-Gora

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
75 advisors
Number of Clients
3,253 clients
Average Client Portfolio
$151K average
Assets Under Management
$489.9M

Fee Structure

This brochure describes wrap fee programs, which bundle investment advice, brokerage, and administrative fees into a single fee. Concorde Asset Management receives a portion of the wrap fee, as does your investment advisor representative (25% to 80% of the annualized management fee, excluding any platform fee). The program advisory fees for discretionary and non-discretionary investment management services are negotiable. Custodial costs are not included in the fee.

Areas of Practice
Investment Management
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Advisor Information

Office location

1380 Lead Hill Blvd, Suite 180, Roseville, CA, 95661

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is a Registered Representative with Bangerter Financial Services, Inc. and a member of CRAB Holdings LLC, with ownership in investment real estate. He is also a real estate agent with Team Metro, a board member of CCIM, a member of CalCPA, and a Principal of AKG Capital Advisors LLC, dedicating significant time to the latter.

Employment History
Current Registrations
Concorde Asset Management, LLC
November 2025 - Present · 2 mos
Bangerter Financial Services, INC.
December 2022 - Present · 3 yrs 1 mo
Concorde Investment Services, LLCBroker
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
Concorde Asset Management, LLC
May 2023 - January 2025 · 1 yr 8 mos
Emerson Equity LLC
August 2022 - September 2022 · 1 mo
Emerson Equity LLC Broker
July 2022 - September 2022 · 2 mos
State Registrations9 states
AZCAFLMDMINVNYTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.