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Concord Investment Counsel

● SEC registered since 1991CRD 107901SEC# 801-39752Irvine, CA
Export (members)
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.
mitchellanthonycapital.comView on SEC.gov ↗

Concord Investment Counsel owners & executives

1 reported
NameTitleOwnershipSince
Mitchell Anthony Pletcher ControlPresident/Chief Compliance OfficerOver 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

Address9259 Research Drive, Irvine, CA 92618
Phone949-852-4100
Fax949-852-4106
Office hours8:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$322.5M
Non-discretionary$4.9M
Total (RAUM)$327.5M