Concord Investment Counsel

Concord Investment Counsel (CRD# 107901) is a financial advisory firm headquartered in Irvine, CA. They manage $179,012,703 in 516 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    516
    ACCOUNTS
  • Average Account Value
    $346,924
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Concord Investment Counsel
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.