CONCORD INVESTMENT COUNSEL
SEC Form ADV profile.
Total regulatory AUM
$397,890,400
Discretionary
$377,741,952
Non-discretionary
$20,148,448
Firm details
- CRD number
- 107901
- SEC file number
- 801-39752
- Main office
- IRVINE, CA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.