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CONCORD INVESTMENT COUNSEL
CRD 107901 · SEC 801-39752
9259 RESEARCH DRIVE, IRVINE, CA, 92618, United States
Phone
949-852-4100
Fax
949-852-4106
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$327.5M
Discretionary AUM
$322.5M
Team
4 total employees; 3 advisory reps; 238 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2025-06-28
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 234 | $327.5M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD