CONCORD INVESTMENT COUNSEL

CONCORD INVESTMENT COUNSEL of IRVINE, CA is an SEC-registered investment adviser (CRD 107901). Regulatory assets under management: $397.9M.

Registration

• CRD: 107901
• SEC file number: 801-39752
• Type: Registered investment adviser
• Location: 9259 RESEARCH DRIVE, IRVINE, CA, 92618
• Phone: 949-852-4100
• Latest filing: 2026-07-21
• Regulatory AUM: $397.9M
• Discretionary AUM: $377.7M
• Non-discretionary AUM: $20.1M
• Clients: 4
• Accounts: 456

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• CRD 107901 on SEC IAPD (source of record)
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