Concord Investment Counsel
Concord Investment Counsel is an SEC-registered wealth manager in Irvine, CA with $327.5M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Concord Investment Counsel: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107901, SEC 801-39752, data through 2025-06-28.
- AUM (assets under management / regulatory AUM)
- $327.5M (2025-06-28)
- Firm type
- Wealth Manager
- Location
- Irvine, CA
- Employees
- 4
- Clients
- 238
- CRD
- 107901
- Ownership
- PLETCHER, MITCHELL, ANTHONY
How much AUM does Concord Investment Counsel have?
Concord Investment Counsel reported $327.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-06-28).
Who owns Concord Investment Counsel?
Disclosed owners and executives of Concord Investment Counsel include PLETCHER, MITCHELL, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.