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Building 2CONCORD INVESTMENT COUNSEL

Map pinIRVINE, CA
Phone949-852-4100
NotebookSEC #801-39752
Total AUM
$327.5M
Employees
4
Clients
234

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9259 RESEARCH DRIVE
IRVINE
CA 92618
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
949-852-4100

ReceiptFinancials

Total AUM
$327.5M
Accounts
458
Discretionary
$322.5M
Accounts
444
Non-Discretionary
$4.9M
Accounts
14

ContactClients

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HNW Individual Clients
234
AUM
$327.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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