Concord Investment Counsel is a large advisory firm based in Irvine. It manages $230.85 million of regulatory assets for 544 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.
Concord Investment Counsel provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Concord Investment Counsel is $230.85 million. The firm's AUM has grown by 71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Concord Investment Counsel for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Mitchell Anthony Pletcher is high net worth individuals with 250 clients and $230.85 million of assets under management. Among the 10 most similar advisory firms, Concord Investment Counsel has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $230.85 million for 250 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Concord Investment Counsel doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Concord Investment Counsel performs its advisory services is located at 9259 Research Drive, Irvine, CA 92618, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-852-4100 or by fax 949-852-4106. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at cichome.com.