Concord Investment Counsel

Concord Investment Counsel (CRD# 107901) is a financial advisory firm headquartered in Irvine, CA. They manage $269,595,695 in 520 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9259 Research Drive, Irvine, CA 92618
https://mitchellanthonycapital.com/
By the Numbers
  • Total Assets Under Management
    270
    MILLION
  • Total Number of Accounts
    520
    ACCOUNTS
  • Average Account Value
    $518,453
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Concord Investment Counsel
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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