Concord Investment Counsel
● SEC registered since 1991CRD 107901SEC# 801-39752Irvine, CA
Reg. AUM
$327.5M
Employees
4
Accounts
458
Location
Irvine, CA
Concord Investment Counsel assets under management
Concord Investment Counsel is an investment advisory firm registered with the SEC based in Irvine, CA. The firm has been registered since 1991. It reports $327.5 million in regulatory assets under management and employs 4 people.
Concord Investment Counsel owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mitchell Anthony Pletcher Control | President/Chief Compliance Officer | Over 75% | 1999 |
Frequently asked questions
How much does Concord Investment Counsel manage?
Concord Investment Counsel reports $327.5 million in regulatory assets under management on its Form ADV.
How many employees does Concord Investment Counsel have?
Concord Investment Counsel reports 4 employees.
Where is Concord Investment Counsel located?
Concord Investment Counsel is based in Irvine, CA and has been SEC-registered since 1991.
Does Concord Investment Counsel disclose fund performance?
Concord Investment Counsel is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9259 Research Drive, Irvine, CA 92618 |
| Phone | 949-852-4100 |
| Fax | 949-852-4106 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$327.5MNo change
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$327.5Mregulatory AUM
Discretionary $322.5MNon-discretionary $4.9M